Trust Relationship Officer
Trust Relationship Officer Role Overview To provide high-quality trust and fiduciary services to Ultra and High Net Worth (UHNW/HNW) clients. The role supports the servicing and operational maintenance of trust and estate relationships and provides guidance to Trust Relationship Managers to ensure trust and company structures are administered in accordance with governing documents, including Trust […]
New Accounts Representative
New Accounts Representative – Job Description New Accounts Representative Job Summary Reporting to the Branch Service Manager, the New Accounts Representative is responsible for processing a variety of new accounts for customers, including checking, IRA, CD, and other deposit accounts. Collects required information from new account customers and completes the account setup process, including data […]