- KeyBank (Albany, NY)
- …66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of ... high net worth + Administers complex trust (ex: Special/Supplemental Needs Trust , Private Foundations,...administration of assigned accounts + Retains and deepens the relationship with a client and/or outside counsel, including the… more
- UMB Bank (Lenexa, KS)
- …might create a change in their financial service needs. As the Business Banking Relationship Officer , you will be selling bank products and services to companies ... of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for helping grow the Business...encouraged to support causes you care about. Expect more trust . We want you to do the right thing,… more
- Banc of California (Long Beach, CA)
- …of employee resource groups, and more. TOGETHER WE WIN(R) **THE OPPORTUNITY** Senior Customer Relationship Officers are primarily responsible for coaching and ... accurately, efficiently, and in accordance with established policies and procedures. Senior Customer Relationship Officers create a positive team environment… more
- SHI (Washington, DC)
- …you need to thrive - in our offices or yours.** **Job Summary** The Senior Development Officer for Federal Affairs is a key business development leader ... agencies, securing contracts, grants, and other sources of federal revenue. The Senior Development Officer leverages deep knowledge of federal legislative and… more
- First Horizon Bank (Tampa, FL)
- …On site at location listed in job posting. **Summary** The SBA Product Officer actively prospects for new relationship opportunities and participates in ... to provide representation for the bank. This position will also train FHN relationship managers in the identification of eligible SBA credits to generate internal… more
- CIBC (NJ)
- We're building a relationship -oriented bank for the modern world. We need talented, passionate professionals who are dedicated to doing what's right for our clients. ... **What You'll Be Doing** The Equipment Finance Business Development Officer works in a dynamic environment alongside Operations, Asset Management… more
- Thrivent Financial (Appleton, WI)
- …will help them live the life they want today-and tomorrow. Job Summary The Senior Personal Trust Officer is responsible for the comprehensive administration ... while fulfilling fiduciary duties. As a trusted advisor, the Senior Personal Trust Officer builds...and discretion in handling confidential information. + Strong client relationship management skills to work with current and prospective… more
- Wells Fargo (Winston Salem, NC)
- …* Managed Individual Retirement Accounts (IRA). **About this role:** Wells Fargo is seeking a Senior Trust Officer ( Senior Fiduciary Specialist) on the ... 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
- Wells Fargo (Austin, TX)
- …experience in administering estates and deceased grantor trusts as an attorney or trust officer + Knowledge of complex estate planning strategies including tax ... 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
- M&T Bank (North Palm Beach, FL)
- …discretion. + Serve as the primary point of contact for the client on the trust account relationship , communicate regularly with the client on all trust ... Responsible for the administration and fiduciary management of complex trust relationships within client relationships. **Primary Responsibilities:** + Apply deep… more
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