- Raymond James Financial, Inc. (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
- Citigroup (New York, NY)
- …Debt, Restructuring, Structured Finance, M&A, Project Finance and Loans. Responsibilities: Senior Sales Director for Agency & Trust Corporate Debt / Specialized ... Finance, Structured Finance and Depositary Receipts markets. The Agency & Trust team, within Issuer Services, delivers specific transaction services in connection… more
- First International Bank and Trust (Gilbert, AZ)
- Personal Banker Department: Retail Sales Location: Gilbert, AZ PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3408844&source=3408844-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Williston, ND)
- Personal Banker Department: Retail Sales Location: Williston, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3222389&source=3222389-CJB-0) We are seeking a customer-focused Personal Banker to join our family-owned community bank. As… more
- KeyBank (Albany, NY)
- … and probate estate administration, or five to seven plus years of personal trust administration and probate administration experience, or equivalent work ... 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
- First International Bank and Trust (Fargo, ND)
- Personal Banker - Part-Time Department: Retail Sales Location: Fargo, ND PT/FT/Temporary : Part Time START YOUR APPLICATION ... grow in the banking industry. We have a part-time Personal Banker position with flexible hours (20 - 25...the individual into the position. First International Bank and Trust is a family-owned full-service Community Bank with locations… more
- KeyBank (Naples, FL)
- …commitment to community. REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... who require complex strategies to protect, grow and transition personal and family wealth. Actively manages trust ...trust matters. Client Management - Works with Investment Sales Specialists (ISSs) and RMs to retain and expand… more
- KeyBank (Syracuse, NY)
- …commitment to community. REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... Managers (RMs) and other partners on internal fiduciary issues Trust Administration - Administers complex trust (ex:...Assumes accountability for all delegated work on assigned accounts. Sales - Meets or exceeds individual sales … more
- KeyBank (Rochester, NY)
- …commitment to community REQUIRED QUALIFICATIONS: - Minimum of 5 years of personal trust administration experience or equivalent work experience. - Undergraduate ... 66 South Pearl Street - Albany, New York 12207-1501 Fiduciary Expertise and Trust Administration + Knowledge of and demonstrates capability to meet with clients of… more
- Umpqua Bank (South Jordan, UT)
- …years' experiencein presentations to prospective clients,required + 10+ years'successful sales /client service experience in trust administration,required + 10+ ... Trust Market Manager Wealth Management Reno, Nevada Henderson,...existing customers. + Coordination of business development efforts of sales , administrative and investment staff. + Monitors and coordinates… more
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