- KeyBank (Albany, NY)
- …needs + Fosters close business relationships to develop client loyalty and new business opportunities + Leads the relationship development and engagement ... and post-death settlement of fiduciary accounts by providing expert trust and estate administration and counsel to High Net...for beneficiaries + Participates in the onboarding process for new clients in partnership with the Relationship … more
- Edward Jones (St. Louis, MO)
- …and external professionals including attorneys and CPAs. **What You Will Do:** The Trust Officer is responsible for the management of trusts, estates and ... agreements, wills, powers of attorney and all contracts relating to the account relationship ), Edward Jones Trust Company guidelines, and federal and state… more
- Charles Schwab (Wilmington, DE)
- …in the United States on a full-time basis without employer sponsorship.** The Trust Officer is responsible for developing and maintaining relationships with ... interested parties for an assigned book of business. The Trust Officer assures compliance with all Bank...distributions for the administrative file and for the Personal Trust Fiduciary Committee. + Manage volume of new… more
- Cyprus Credit Union (Midvale, UT)
- …plans; paid vacation/holidays, tuition reimbursement and more! We are hiring a Relationship Development Officer . . Are you passionate about customer service ... our part in reducing our carbon footprint. As a Relationship Development Officer , you will earn a...will have a monthly goal for the number of new accounts they bring to the credit union and… more
- UMB Bank (Plano, TX)
- …help these companies grow and prosper in our community. As the **Business Banking Relationship Officer Sr.** , you will be responsible for increasing the Bank's ... products such as Deposit products, treasury management, virtual card, trust , etc. Successful candidates for this role will be...+ Generate, retain, & expand lending, investment and deposit relationship with new and existing clients through… more
- M&T Bank (Washington, DC)
- …quality service and expand client relationships. + Support market efforts to develop new trust business; participate in client presentations, as requested, and ... primary point of contact for the client on the trust account relationship , communicate regularly with the...trust matters concerning the client. + Manage the new account opening process including reviewing all critical forms… more
- UMB Bank (Minnetonka, MN)
- **BUSINESS BANKING RELATIONSHIP OFFICER II** As one of UMB's leading lines of business, the Business Banking Relationship Officers are responsible for ... in their financial service needs. As the Business Banking Relationship Officer , you will be selling bank...Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build… more
- UMB Bank (Rockford, IL)
- **Business Banking Relationship Officer II-Rockford, Illinois** As the Business Banking Relationship Officer , you will be selling bank products and ... Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build relationships in the… more
- Banc of California (Visalia, CA)
- …service. + Serves a dual-purpose role fulfilling responsibilities of both a Customer Relationship Officer and Teller. + Profiles customers while opening or ... (the "bank"). Banc of California is one of the nation's premier relationship -based business banks focused on providing banking and treasury management services to… more
- Enterprise Bank & Trust (Clayton, MO)
- …ability to exceed current established sales goals including total deposits, number of new relationships, and products per relationship . + Works with various ... **Enterprise Bank & Trust was founded in the spirit of entrepreneurship...thrive.** **With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we're strong, growing and… more