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... other senior Institutional Advancement (IA) management on issues involving gifts, compliance, ... Board of Directors, and IA management regarding legal issues related to ... related to charitable giving, asset..
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Wealth Strategist The candidate will develop strong relationships with commercial bankers, senior management, external professional advisers, and community leadership to seek introductions and referrals for new business opportunities; Drives the consultative ..
Trust Officer Duties: Responsible for the administration of trust and investment agency accounts. Identify and develop new business opportunities. Communicate with grantors and beneficiaries on a regular basis in order to ..
Trust Officer The candidate will communicate with grantors and beneficiaries on a regular basis in order to develop and maintain positive relationships. Review account balance sheets and consult with trust investment ..