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$98k - $127.06k
Position Summary The Trust and Estate Settlement Advisor is primarily responsible for oversight and management of a personal book of postmortem trust and estate settlement accounts, as well as, assisting and being a resource for the management of postmortem trust and estate...SuggestedTemporary workWork at officeLocal areaFlexible hours- Texas Bank and Trust is seeking a loan documentation specialist in The Colony, Texas. The successful candidate will be responsible for preparing accurate loan documents and providing exceptional customer service. This role requires 3-5 years of banking experience and strong...Suggested
- ...developing, managing, and maintaining revenue generating investment and trust relationships and assists in the development of retirement... ...the Managing Director, Chief Development Officer, Investment Advisors, and other Trust officers in leadership roles. # Assists...SuggestedWork experience placementBank staffWork at officeLocal area
Bank OZK
Dallas, TX19 hours ago - ...Position Title : WM-Trust Senior Portfolio Manager FLSA Status : Exempt (17D) Reports to : WM-Trust... ...exceptional service to clients and outside professional advisor partners. Focuses on working effectively with prospective clients...SuggestedFor contractorsWork at officeLocal areaMonday to FridayNight shift
Southside Bank
Fort Worth, TX2 days ago $102.36k - $190k
...About the Role: A Trust Portfolio Manager provides expertise in the management of trust and investment relationships, utilizing effective investment solutions that maximize the return on investment of assets under management and meet fiduciary objectives. Proven ability...SuggestedWork experience placementWork at officeImmediate startColumbia Bank (WA, OR & ID)
Nacogdoches, TX2 days ago- Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Houston, Texas. This role focuses on acquiring and retaining Personal Trust, Estate, IRA, and Investment Management client relationships. Responsibilities include assessing client financial...Suggested
- A regional financial institution in Texas is looking for a Wealth Management Advisor to administer trust accounts and develop business relationships. The ideal candidate will have a bachelor’s degree in business and 2-4 years of related experience. Responsibilities include...SuggestedFull timeFlexible hours
- ...Wealth Advisor/Trust Officer III-Austin Position: Wealth Advisor/Trust Officer III-Austin | Division: Wealth Mgmt Services | Work Days: Monday - Friday | Hours of Operation: 8:00am - 5:00pm Why Broadway Bank We are one of the largest independently owned banks...SuggestedMonday to Friday
Broadway Bank
Austin, TX19 hours ago - ...the position to be filled. Some examples of this qualifying experience are: Experience working in areas of Financial Management and Trust Fund operations to include, budgeting, accounting, procurement, laundry, warehouse, commissary, and Trust Fund Systems. Experience...SuggestedWork at officeLocal area
- A Texas-based financial institution is seeking a Wealth Advisor/Trust Officer III in Austin. This role involves managing fiduciary relationships, growing assets, and providing exceptional service to clients. Candidates should possess strong fiduciary knowledge and experience...Suggested
$60k
Park Bend Rehabilitation and Healthcare Center is seeking a qualified candidate with 3-5 years of experience managing Trust Funds and handling Accounts Receivable collections in a Long Term Care setting. The ideal individual should also be adept at processing Medicaid applications...SuggestedDaily paid- A leading technology company in Austin is looking for a Trust & Safety Program Manager focusing on Financial Fraud. This role involves managing the lifecycle of fraud prevention features and collaborating with various teams to ensure compliance and mitigate risks. Candidates...Suggested
$88.9k - $168.3k
...there's nowhere like RSM. As a Supervisor in RSM's growing trust/wealth management internal audit practice, you will have the opportunity... .... Leverage your understanding to become your clients' trusted advisor. Interact with client process owners and external...SuggestedWork experience placementInternshipLocal areaRemote workRSM US LLP
Dallas, TX4 days ago- ...new and ambitious plumbing company , were looking for a Plumbing Advisor ready to take the next step in their career. The opportunity... ...Educate homeowners to help them make informed decisions Build trust and deliver a high-quality customer experience Meet or exceed...Suggested
Benjamin Franklin Plumbing of Conroe, TX
Conroe, TX24 days ago - First United Bank and Trust in Seguin, Texas is seeking a Relationship Banker I to foster positive customer relationships and provide exceptional service. This role requires maintaining a strong knowledge of the bank's products, assisting with transaction processing, and...Suggested
- First United Bank and Trust seeks a Relationship Banker I in Krum, Texas, dedicated to helping customers build long-term relationships with the bank. The ideal candidate will have strong customer service skills, a positive attitude, and a commitment to precision. Responsibilities...
- A leading Texas bank in Austin seeks a Wealth Advisor/Trust Officer III to manage fiduciary relationships and grow portfolios. The role involves delivering exceptional client experiences, educating partners on wealth capabilities, and executing strategies for current and...
- Fifth Third in Frisco, Texas is seeking a Preferred Relationship Manager to manage customer relationships and provide tailored banking solutions. The ideal candidate will possess strong sales skills and a solid background in finance. This full-time position offers an excellent...Full time
$88.9k - $168.3k
Position Overview As a Supervisor in RSM’s growing trust/wealth management internal audit practice, you will develop into a seasoned consultant... ...Client Experience Grow industry knowledge and become a trusted advisor. Interact with client process owners and external stakeholders....Local areaRemote workVisa sponsorship- Regions Financial Corporation is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. This role focuses on acquiring personal trust and investment management client relationships, retaining clients, and providing comprehensive administration of accounts....Full timeFlexible hours
- Regions Bank is seeking a Private Wealth Management Trust Advisor in Dallas, Texas. The role focuses on acquiring and managing client relationships involving Personal Trust, IRAs, and Investment Management services. Responsibilities include assessing client financial situations...
- Job Description Job Description Customer Service / Sales Greet customers, determine needs and answer questions Suggest sell add-on items, participate in retail store and commercial sales activities in order to achieve sales and profit goals Ask questions to...
Batteries Plus Market Place Blvd Irving, TX
Irving, TX24 days ago - ...customers. This role involves providing personal banking and teller services while fostering relationships with clients and promoting a trust-based banking experience. The ideal candidate will excel in customer service and possess strong communication skills. Frost offers a...
$112k - $182.5k
Palo Alto Networks in Austin, Texas is looking for a professional to join their Customer Success team. You will support clients post-purchase, driving ROI and value while troubleshooting critical issues. The ideal candidate has over 5 years in Security Operations or Engineering...- ...listen, and respect people, the environment, and the communities in which we live and work. · Transparency – Transparency builds trust. We promote open communication with our people, our customers, and all our stakeholders. · Diversity – We value diversity of...Contract workFor contractorsWork experience placementWork at officeLocal areaShift work
NextDecade
Brownsville, TX7 days ago - Edward Jones is seeking a Financial Advisor in Leander, Texas, to help clients achieve their long-term financial goals. You will build relationships with clients through both face-to-face and virtual strategies, ensuring high-quality client experiences that align with firm...Traineeship
$45k - $60k
Sun Auto Tire & Service is seeking a Sales & Service Advisor in Frisco, Texas, to enhance customer service by helping clients understand their vehicle needs and ensuring they receive top-notch service. The role offers competitive pay between $45,000 and $60,000 annually...- Sun Auto Service in Fort Worth is looking for a dedicated Sales & Service Advisor who excels at customer interaction and can help clients understand their vehicle needs. This role focuses on ensuring a professional service experience, recommending solutions, and managing...
$10 - $25 per hour
...Neiman Marcus Selling Advisor Salary Range $10.00 - $25.00* Neiman Marcus is a leading luxury retailer that provides a curated... ...customer service, and personal engagement while becoming their trusted style confidante. A Selling Advisor will service clients who come...Full timeSeasonal workRemote workFlexible hoursSaks Fifth Avenue
Dallas, TX19 hours ago- ...our approach is simple – we build strong relationships with our clients by understanding their business needs and acting as a trusted advisors on their cybersecurity journey. About the Role: We are growing and are looking for a talented Solutions Advisor join our...
White Rock Cybersecurity
Dallas, TX2 days ago
