What You’ll Do
Lead the trust & wealth management division by developing and executing strategic initiatives that drive growth and enhance service offerings such as Special Needs Trusts, Escrow Accounts, and 1031 Exchange Accounts. Expand the firm's regional presence through close collaboration with bank branches, commercial lenders, and CLOs, ensuring seamless integration and alignment across business units.
Design and implement programs that encourage internal referrals, strengthening the firm's client pipeline and fostering a culture of cross-departmental engagement. Work closely with the Trust Committee and external investment managers to oversee investment strategies, ensuring they align with client objectives and market conditions.
Enhance compliance measures to meet evolving regulatory expectations, with a particular focus on maintaining robust controls in areas related to MRB. As a visible representative in the community, build and nurture relationships that drive business development and reinforce the firm's reputation as a trusted financial partner.
Qualifications
What We’re Looking For
OOJ - 38082
...Join Our Team in Enid, OK, as an Emergency Medicine Nurse Practitioner A Role Designed for You We believe in bringing "better" to our local community in Enid, OK, better care, better collaboration, and a deep commitment to the people we serve. If you're looking for...
TRANSPORTATION HEALTH AND SAFETY DOT MANAGER The Health & Safety Manager is responsible for ensuring the safety, compliance, and well-being of all employees involved in transportation, handling, and cleaning operations, with an emphasis on DOT compliance. Responsibilities...
...Care group 30 minutes South of Charlotte. Lets discuss Most details on the table for discussion Some FAQs/details below VISA sponsorship options available M-F 8-5 Closed daily 1 hour 12-1 or 1-2 Current electronic record is E Clinical Works but will probably...
...professional expertise and guidance to site-based management, medical providers and staff in support... ...of a strong and sustainable culture of patient-centered care that helps to deliver on... ...advantage. Inasmuch as patient experience is a mission-critical key to the future...
**Summary of the** **Position:**The CRA and Initiatives Coordinator is responsible for driving and managing key change initiatives across the bank and supporting the CRA Officer in executing the bank's Community Reinvestment Act strategy. This role leads large-scale transformational...