- First Western Bank & Trust (Alexandria, MN)
- …and accurate service while handling customer banking matters in support of First Western Bank & Trust 's sales and service objectives while adhering to ... excellence; establish and develop relationships with new consumer and business bank customers. Provide excellent customer service by greeting customers in person… more
- Enterprise Bank & Trust (Houston, TX)
- **Enterprise Bank & Trust was founded in the...+ Understand what differentiates Enterprise Bank & Trust and develop a unique sales approach that ... occasional walking, and lifting up to 10 pounds. **_Equal Opportunity Statement:_** Enterprise Bank & Trust is committed to helping individuals with disabilities… more
- Columbia Bank (Portland, OR)
- …to create graphs, use complex Excel formulas, and make PowerPoint presentations for Trust sales opportunities and seminars + Ability to operate various software ... **About the Role:** A Trust Investment Analyst performs trade execution, portfolio maintenance,...failed trades + Initiate mutual fund trades, purchases, and sales for new accounts and to meet the cash… more
- Columbia Bank (UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Role:** In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability… more
- City National Bank (Nashville, TN)
- …within the Bank as well as private * bankers, team leaders on trust * and investment management sales related issues, processes and activities. * Develop ... *TEAM LEAD TRUST AND ESTATE ADMINISTRATION* WHAT IS THE OPPORTUNITY?...conferred. Develop investment strategy with the assistance of the Bank 's investment team. Interfaces with clients, administrators, co-trustees, beneficiaries,… more
- Columbia Bank (TX)
- **About the Role:** A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with professionals ... contact with potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback on relationships pertinent… more
- Commerce Bank (Kansas City, MO)
- …collaborate to ensure each client's financial journey is uniquely crafted for their goals. Commerce Trust is a division of Commerce Bank . About This Job The main ... skills, and competencies.) For more than a century, Commerce Trust has been a leading provider of wealth management...of education and experience required + 5+ years related sales experience required For this position, Commerce Bank… more
- Bank of America (Naples, FL)
- …is the leader of the market leadership team, which consists of the Sales Executive, Client Management Executive, Market Trust Executive and Market Investment ... Private Bank Market Executive Naples, Florida **To proceed with...and flow target, PCA Productivity, and through Investments and Trust Market Leadership, ensuring adherence to investment policy standards… more
- City National Bank (Los Angeles, CA)
- …for uni- trust accounts and reviews fee agreements between the bank , clients, and Co-Fiduciaries. * Complete discretionary distribution requests. Submit formal ... * TRUST ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY?...document to interpret terms, responsibilities and duties of the Bank . Receive guidance in understanding provisions of the documents… more
- US Bank (Boston, MA)
- …year of management experience **Preferred Skills/Experience** - Thorough knowledge of the Trust division, its products, processes, and related bank and ... At US Bank , we're on a journey to do our best....excel at-all from Day One. **Job Description** Leads a trust unit or units within the organization and acts to… more