- Umpqua Bank (Walnut Creek, CA)
- …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...office efficiencies and innovation. + Demonstrates compliance with all bank regulations for assigned job function and applies to… more
- UMB Bank (Springfield, MO)
- …of this size. The objective of the group is earn the title of trusted advisor and help these companies grow and prosper in our community. As the **Relationship ... Manager** you will be responsible for increasing the Bank 's profitability by cultivating new commercial relationships and the...with commercial clients to better understand their business and financial needs. + Analyze the business in order to… more
- Tompkins Community Bank (Ithaca, NY)
- …Officers focused on client experience and business development; ensure Wealth Advisor /Trust Officer is in compliance with rules and regulations. + Execute ... advisor marketing plans by coordinating client events; client mailings.../Trust Officer when set alerts/ticklers are triggered. + Assist financial planning by entering client information into the … more
- Enterprise Bank & Trust (St. Louis, MO)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... volunteer time off and charitable-matching opportunities. Voted a** **_Best Bank to Work For_** **by American Banker for multiple...our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional… more
- M&T Bank (Fayetteville, NY)
- …processing paperwork sent to the home office. + Enter trades accepted by the Financial Advisor on the appropriate system. + Maintain regular sales reporting to ... brochures or prospectuses when requested by the client or Financial Advisor . + Accept orders for securities...an environment that supports belonging and reflects the M&T Bank brand. + Maintain M&T internal control standards, including… more
- JPMorgan Chase (Jersey City, NJ)
- …Industries Business Management Lead - Executive Director within the Commercial Investment Bank , you will partner with the business leads to formulate strategies to ... and collaboration. **Job responsibilities:** + Develop strong trusted stakeholder advisor / partner relationships with key clients and internal stakeholders,… more
- Regions Bank (Knoxville, TN)
- …experience + Or Certified Public Accountant (CPA), Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), or Accredited Investment ... clients in conjunction with the assigned Trust or Wealth Advisor + Supplies Portfolio Manager with documentation of non-standard...be authorized to practice law on behalf of Regions Bank , and four (4) years of Trust Administration, Estate/Tax… more
- UMB Bank (Milwaukee, WI)
- …this role, you can start handling more complex funds such as Advanced Derivates, Bank Loans, and Private Credit. Handling these fund types can lead into becoming a ... discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor , and/or portfolio managers/traders + Review and resolve trade detail… more
- Regions Bank (Houston, MS)
- …partner requirements and strategies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... Description **Additional Responsibilities:** + Work closely with banking / financial services business stakeholders, product owners, data scientists, engineers, and… more
- Regions Bank (Atlanta, GA)
- …partner requirements and strategies + Builds and maintains technical trusted advisor relationships with influential technical decision makers within Technology + ... teams to co-create scalable and secure solutions meeting banking / financial services Risk and Compliance standards. Provide architectural oversight for enterprise… more