- Comerica (New York, NY)
- …Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal ... Job Description Trust Advisor II Comerica Advisor SolutionsOur strategic alliance...generating and retaining client relationships while meeting or exceeding sales goals if assigned Salary Range For candidates hired… more
- Comerica (Minneapolis, MN)
- …Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal ... Job Description Trust Advisor III Comerica Advisor SolutionsOur Strategic Alliance...generating and retaining client relationships while meeting or exceeding sales goals if assigned About Comerica We know our… more
- Comerica (New York, NY)
- …Bachelor's degree from an accredited university + CTFA or ATFA designation + Personal trust administration experience + Experience with partnering with internal ... Job Description Trust Advisor IV - Ultra High Net WorthOur...generating and retaining client relationships while meeting or exceeding sales goals if assigned Salary Range For candidates hired… more
- Enterprise Bank & Trust (Phoenix, AZ)
- **Enterprise Bank & Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that ... there's no stopping you!** **Job Title:** VP, Commercial Card Sales **Job Description:** **Summary** This position is located in...a positive attitude and works well with others + Personal transportation that is reliable to visit customer sites… 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=3508412&source=3508412-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- First International Bank and Trust (Watford City, ND)
- Personal Banker Department: Retail Sales Location: Watford City, ND PT/FT/Temporary : Full Time START YOUR APPLICATION ... (https://apply.hrmdirect.com/resumedirect/ApplyOnline/Apply.aspx?req\_id=3487731&source=3487731-CJB-0) First International Bank and Trust is a family-owned community bank and one of… more
- KeyBank (Brooklyn, OH)
- … trust and estate administration, or five to seven plus years of personal trust administration experience, or equivalent work experience with progress towards ... 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
- City National Bank (San Francisco, CA)
- … 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- **Essential Duties and Responsibilities** + Administers special needs trust accounts and personal trust accounts in accordance with statutes and regulations. ... their advisors and Financial Advisors in the special needs trust and personal trust administration...New Business Development personnel and Financial Advisors in the sales process through personal meetings, conference calls… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and skills obtained through experience, specialized training or certification to administer personal trust accounts. Leads defined work or projects of broad ... changes. * Interacts with beneficiaries, their advisors and Financial Advisors in the personal trust administration process. * May participate as a voting member… more