Application Deadline:

05/28/2026

Address:

320 S Canal Street

Job Family Group:

Wealth Sales & Service

Provides high quality sales and service to Trust & Estate clients to deliver an exceptional client experience. Provides technical expertise for all aspects of Trust & Estate account management and administration to ensure compliance. Works collaboratively within the branch and the regional team as part of the client/relationship management solution. Identifies and makes referrals to other business groups as appropriate.

Oversees the provision of content and marketing materials for new business proposals e.g. special fee arrangements, technical information materials; ensures new business meets policy and procedures requirements for profitability and risk management.

Identifies opportunities to grow existing relationships and develop new business.

Makes presentations to clients/prospects in conjunction with others based upon their needs.

P...