- KeyBank (Pepper Pike, OH)
- …and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . - Identifies and resolves potential trust and estate tax- related issues.… more
- KeyBank (Toledo, OH)
- …and grow clients who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust and agency accounts, in accordance ... Analyzes and interprets legal instruments to determine duties and responsibilities of bank . + Identifies and resolves potential trust and estate tax- related issues.… more
- UMB Bank (Phoenix, AZ)
- …our clients on the investment plan that makes the most sense for their personal financial goals. The Wealth Management department is important to the company because ... Advisor team serves as subject matter expert on probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other… more
- Federal Reserve Bank (Boston, MA)
- **Company** Federal Reserve Bank of Boston Federal Reserve Financial Services (FRFS) delivers a suite of payments services to financial institutions via FedLine(R) ... to address urgent issues outside of regular business hours. _The Federal Reserve Bank of Boston is committed to provide equal employment opportunities to all persons… more
- Huntington National Bank (Temperance, MI)
- …short-term and long-term goals. Duties & Responsibilities: + Responsible for personal production goals and customer service objectives for all assigned branches ... with every line of business (Mortgage, Business Banking, Private Bank , etc.) to provide clients with best solutions for...Site for more details. Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement… more
- First Horizon Bank (Memphis, TN)
- …of the Director of Corporate Properties & Procurement. The VP, Strategic Sourcing Senior role is accountable for managing the overall relationship with Vendors and ... and purchases required by FHN (technology, information services, core banking products). ** Personal Characteristics** □ High energy with a 'take charge' and 'make it… more
- Huntington National Bank (Minnetonka, MN)
- Description Summary: The Senior Credit Underwriter - Distribution Finance is responsible for analyzing and monitoring credit worthiness of assigned ... + Run credit reports and gather/analyze KYC information. + Spread personal financial statements and tax returns for individual guarantors, develop borrower… more
- US Bank (Minneapolis, MN)
- …Description** This position is responsible for leading all national philanthropic efforts for US Bank . As the senior thought leader, acts as the face and voice ... At US Bank , we're on a journey to do our...private and public charitable issues and topics. Works with senior leaders to deliver a Charitable strategic plan that… more
- M&T Bank (Baltimore, MD)
- …position has extensive contact with customers, extending credit and providing Bank services. Communication with attorneys to coordinate closing, service existing ... ten (10) years commercial real estate lending experience. Working knowledge of personal computers and software utilized by department. Excellent written and verbal… more
- Citigroup (Beverly Hills, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... management and allocation of work within the team/project.The Private Bank at Citi (CPB) is part of the Institutional...advice and after sales execution (in partnership with the Banker team) + Leverage existing client relationships, local network… more