Trust Business Development Officer Jobs

1000+ jobs

Our banking client in the Omaha, NE market is looking to hire a Trust Officer on their Wealth Management team. Responsibilities include: · Delivering comprehensive wealth management solutions to clients · Manage current relationships to ensure every service possible is provided to the client. · Administering trust accounts, acting as personal representative of an estate, trustee under will or ...

Our client is a Trust Company in the Tampa market that is looking to hire a Senior Trust Officer on their Wealth Management team. They have a tremendous name in the market with a trust department that has been experiencing consistent growth. Responsibilities include: · Delivering comprehensive wealth management solutions to clients · Manage current relationships to ensure every service possible...

MEMBERS Trust Company, a Wealth Management Bank regulated by the Office of Comptroller of the Currency, is recruiting a Senior Trust Officer (STO) for its Tampa office. (Would consider placement in our Denver location after initial training in Tampa) The position will team with trust officers who are located at credit unions across the United States. In this role, the STO will support trust office...

Responsible for sourcing and developing prospects, new clients and selling business banking services and products. Responsible for developing sales strategies and expanding referral sources. Passes off prospects to Business Banking Relationship managers to close relationship. Responsible for gathering data to be used in selling process, participating in community organizations and activities, and ...

Description Responsible for sourcing and developing prospects, new clients and selling business banking services and products. Responsible for developing sales strategies and expanding referral sources. Passes off prospects to Business Banking Relationship managers to close relationship. Responsible for gathering data to be used in selling process, participating in community organizations and ...

" align="left" width="150" class="LabelCell" id="LabelCell_Req_Description" valign="top" nowrap="nowrap"> Description Incumbent is responsible for generating current repetitive fee income through trust and investment management sales and specific custodial business. In addition, there is a responsibility to refer profitable cross-sell opportunities to Boston Private’s other business areas. As a ...

32472BR Corporate Trust Business Development Officer Retirement and Institutional Services NY, NY - 1133 Avenue of the Americas English Full time Regular 1st shift 40 About BB&T Corporate Trust Services: BB&T has been providing exceptional corporate trust and agency service to companies, financial institutions, governments and NGOs for over 130 years. We enjoy one of the finest reputatio...

Responsibilities: · Establish customer relationships in an effort to develop their trust/estate planning · Maintain current relationship with customers to ensure all needs are made through partnership with all business lines · Development of the overall direction of the Trust department and ensuring strategies are in place to maintain profitable growth · Administers various trust accounts incl...

The Farmers Bank has been serving the residents of central Indiana for over 137 years. We are a growing bank and strive to support the communities in which we live. Job Summary - The position will have the responsibility for investment activities within assigned accounts. This includes estates, guardianships, agency accounts and trust accounts. The person will be asked to contribute to the overal...

Senior Trust Officer We are working with a well-established Trust Company in Tampa, FL that has a very strong foundation and history. With over $1.9 billion in assets, they are provided with the financial strength and strategic direction to maintain a high level of success. The culture is very team oriented and client focused; they believe in doing what is best for their clients. The leadership o...

GENERAL SUMMARY: Responsible for the management of investments for trust and advisory accounts. Functions as contact and representative of Sandy Spring Trust for designated clients.Retains assigned clients, and gathers additional assets. MAJOR JOB ACCOUNTABILITIES: Investment Policy & Portfolio Management (40%) Develops short and long-term investment policies and strategies based on establishe...

IMD, PWM, Trust Services - Assistant Trust Officer, Associate Job id36714LocationNew YorkFull/Part TimeFull-time Job Summary Responsibilities The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldm...

The Goldman Sachs Trust Company, N.A. is a limited-purpose national bank offering world-class, sophisticated, high-touch trust and estate administration and related services to ultra-high-net-worth clients nationally. It is an integrated part of the Goldman Sachs private client experience. We offer an innovative approach to fiduciary wealth management resulting from the effective integration of GS...

Company Description: History: Skyline Financial Corporation ("Skyline") is an independent mortgage lender headquartered in Calabasas, California. Founded in 1985, Skyline has historically been a traditional retail lender focused on Southern California. In 2009, industry veteran Bill Dallas purchased an ownership stake in the Company and expanded Skyline. In December 2014, a substantial capital i...

- SBA Business Development OFFICER - Limitless Potential for Top Performing Lenders Southeast Wisconsin If qualified, rare opportunity to meet with one of the country’s top-ranked SBA lending institutions. An aggressive but respectful prospecting strategy is the key component to success with this organization – yes, high expectations, but YES, high reward. This WILL be one of the most malleabl...

The Managing Director is responsible for managing and directing the Personal Trust initiative in St. Louis. Manages all Personal Trust initiatives and personnel for the region Build multi generational relationships to retain assets Source new business through business development initiatives and continue to grow the book of business and department Train wealth management individuals to continu...

Description Position Description: The Private Client Associate is a 24 month development program designed to equip candidates with foundational knowledge and high net worth sales skills. Successful candidates will assume the role of Private Client Advisor upon completion of the program. The program utilizes knowledge/activity based training modules, national and local leader/peer coaching and a...

Overview: BOK Financial (BOKF), based in Tulsa, Oklahoma, is one of the top 25 bank holding companies in the U.S. The company's stock is publicly traded on NASDAQ under the ticker BOKF. BOK Financial's holdings include BOKF, NA, BOSC, Inc., Cavanal Hill Investment Management, Inc. and The Milestone Group, Inc. BOKF, NA operates the TransFund electronic funds network and seven banking divisions: B...

CSSO Job Description The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handl...

CSSO Job Description The Client Sales and Service Officer has primary responsibility for supporting all client post sales activities, by monitoring and executing all tasks required to fulfill the client service plan and meet day-to-day inquiries from the client. The CSSO manages the execution of client service activities such as initiating and monitoring account opening and asset transfers; handl...