- US Bank (Charlotte, NC)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... bank's fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners… more
- TD Bank (Charlotte, NC)
- …client-facing Distribution teams are both securities-registered and insurance-licensed. Additionally, the Trust Advisors support both personal and corporate ... the Wealth Banking, TD Wealth Management Services, Inc and Investment & Trust business lines ensuring employees are following procedures and complying with… more
- City National Bank (Raleigh, NC)
- …regulatory changes and expectations. Key areas of focus and involvement include: Personal and Employee Benefit Trust Administration, Retirement and Custody ... managing direct reports and demonstrated ability to develop people * Certified Trust Compliance Professional (CTCP) Or * Certified Fiduciary & Investment… more
- First Horizon Bank (Greensboro, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... and prospects + Partners with wealth and banking specialists, including investments, trust , mortgage, insurance, etc., using a team approach to deliver solutions to… more
- Truist (Raleigh, NC)
- …client service and business development efforts (eg credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner ... comprehensive wealth management advice and solutions. Utilize objective and sound personal financial planning and financial advisory concepts to provide an… more