- KeyBank (Brooklyn, OH)
- … trust and estate administration, or five to seven plus years of personal trust administration experience, or equivalent work experience with progress towards ... retain and expand existing client relationships - Reviews client Trust and/or Will and advises Sales Team...knowledge from other industry training or equivalent experience in personal trust administration and probate administration -… more
- City National Bank (San Francisco, CA)
- … 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
- Raymond James Financial, Inc. (Atlanta, GA)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. ... their advisors and Financial Advisors in the special needs trust and personal trust administration...New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls… more
- Regions Bank (Houston, TX)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate and Investment Management client relationships. Responsibilities ... purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor...& grow the client relationship + Acts as a personal trust subject matter expert, overseeing the… more
- Wells Fargo (Austin, TX)
- …and provide personalized advice and wealth and asset management services, including: * Personal trust services. * Estate services. * Philanthropic services. * ... begins with outstanding talent. It all begins with you. **Banking, Lending, & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to… more
- City National Bank (Wilmington, DE)
- … ADMINISTRATION OFFICER II* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... agency accounts in accordance with terms specified in the trust instrument. Under general guidance from the trust...where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt… more
- General Dynamics Information Technology (Falls Church, VA)
- …**US Citizenship Required:** Yes **Job Description:** Seize your opportunity to make a personal impact as a Zero Trust (ZT) Cyber Systems Engineer with ... Regular **Clearance Level Must Be Able to Obtain:** Secret **Public Trust /Other Required:** None **Job Family:** IT Infrastructure and Operations **Skills:**… more
- Regions Bank (Little Rock, AR)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Regions Bank (Houston, TX)
- …Management Trust Advisor is responsible for the acquisition of Personal Trust , Estate, IRA and Investment Management client relationships. Responsibilities ... for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, the Advisor is responsible… more
- Columbia Bank (Greenwood Village, CO)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Trust Market Manager Wealth Management South Jordan, Utah...existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates… more