- City National Bank (Nashville, TN)
- … 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
- City National Bank (Los Angeles, CA)
- … ADMINISTRATION OFFICER I* WHAT IS THE OPPORTUNITY? This is an entry level Personal Trust Officer position, responsible for administering personal trust ... where CNB is trustee, reviews and revises paperwork from sales team (eg, agreements, fee schedules, transfer proxies, receipt...or equivalent * Minimum 3 years of experience in Personal Trust required * Minimum 3 years… more
- Wells Fargo (Walnut Creek, CA)
- **About this role:** Wells Fargo is seeking a Senior Trust Associate - Senior Fiduciary Coordinator in Trust Client & Advisor Services as part of Wealth and ... 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
- 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 ... potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback...corporate culture in all actions and words. + Takes personal initiative and is a positive example for others… 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers personal trust accounts in accordance with statutes and regulations. + Participates in the income tax ... changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. + May participate as a voting member… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …changes. + Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust and estate settlement process. + May participate as a ... voting member of the Administrative Committee. + Exercises discretionary personal trust administrative authority as may be allowed by the Policies and… more