- Raymond James Financial, Inc. (Boston, MA)
- …finance or related discipline and a minimum of ten (10) years of experience with personal trust accounts in a sales or business development capacity with ... **Essential Duties and Responsibilities** + Manages the sale of personal trust accounts to clients of Raymond...illustrations, seminar outlines and other documentation used in the sales and marketing of trust services. +… more
- Comerica (Dallas, TX)
- …for the trust organization to sell Comerica's trust products across personal and institutional markets. Provide input to sales strategies across all ... Job Description National Trust Sales Manager The Trust Sales Manager is responsible for new client acquisition results across multiple businesses and… more
- Thrivent Financial (Appleton, WI)
- …help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration of a ... high-volume portfolio of complex personal trust accounts, including revocable and irrevocable...and maintenance of relationships with centers of influence (Corporate Sales Team, FRs, attorneys, certified public accountants, etc.). +… more
- Principal Financial Group (Des Moines, IA)
- …you'll do: + Consultant / Advisor Development and Building Pipeline + Generating Trust and Custody Customer sales + Activity management and team collaboration ... experience. + Must have 2+ years of retirement and trust and custody sales experience with deep...time away from the office with pay for vacation, personal or short-term illness. Employees don't accrue a bank… more
- US Bank (Cincinnati, OH)
- …fiduciary laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills ... on the bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- First International Bank and Trust (Harvey, ND)
- Personal Banker Department: Retail Sales Location: Harvey, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3501654&source=3501654-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Watford City, ND)
- Personal Banker Department: Retail Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3487731&source=3487731-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- Hills Bank (Cedar Rapids, IA)
- …development of existing and new business opportunities, administration and retention of personal trust business and estate administration with the objective of ... sales goals by achieving or exceeding a personal sales goal set by department management....Law degree (JD) required + Experience with direct client-facing personal banking, wealth management, trust or estate… more
- City National Bank (Las Vegas, NV)
- … sales related issues, processes and activities. * Develop and retain personal trust and investment management business by maintaining professional and ... cross sell to existing clients. * Establish and attend sales calls with clients and prospects. * Ensure that...been created and are implemented. * Manage the assigned Personal Trust staff in the assigned regions/offices.… more
- Comerica (Palo Alto, CA)
- …Companies and America's Greenest Companies Position Responsibilities: Develop current fee personal trust business through Comerica's various strategic alliance ... and effectively hand off the relationship to a Comerica Personal Trust Officer for administration. Qualifications Position...an accredited university + 8 years of experience in Trust Sales or Trust Administration… more
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