- US Bank (Charlotte, NC)
- … laws, internal procedures, and risk tolerance. + Sophisticated knowledge of personal trust services. + Strong communication and collaboration skills across ... fiduciary responsibilities. + Serve as a subject matter expert on trust and fiduciary matters. + Collaborate with Legal, Risk, and Business partners to… more
- US Bank (Charlotte, NC)
- …Responsible for maintaining a high degree of knowledge of appropriate laws and regulations for an assigned product specialty or geographic area. Analyzes and ... At US Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition… more
- US Bank (Charlotte, NC)
- … and investment services business line. This role requires a deep understanding of fiduciary principles, applicable laws, and trust products. The Fiduciary ... + Interpret and apply relevant laws and regulations, including OCC Handbook requirements, fiduciary principles, and the Uniform Trust Code. + Review and analyze… more
- Truist (Charlotte, NC)
- …to perform the essential functions. 1. 3+ years in the role as a Fiduciary Support Specialist , trust experience, investment, banking or financial ... the following job description:** Responsible for supporting the coordinated delivery of personal trust administration to a challenging and sensitive portfolio of… 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 lending activities of Wealth Banking.** **In this position, the Compliance Specialist will be supporting the Wealth Banking, TD Wealth Management Services, Inc… more
- Truist (Charlotte, 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