Trust and Investment Specialist
1 week ago
**Job Summary:** Trust and Investment Specialist
We are seeking a detail-oriented Trust and Investment Specialist to join our team at ClearPoint Federal Bank & Trust. In this role, you will be responsible for managing client relationships, reviewing investment options, and making recommendations to clients.
**Key Responsibilities:*
- Act as a client relationship manager and liaison between customers, tax, accounting, legal, and operations personnel.
- Work with the sales team to develop and promote sales campaigns, supporting documents, presentations, and collateral for use with prospects and at industry events.
- Conduct regular investment reviews and lead discussions with clients.
**Requirements:*
- Four-year college degree in a related field.
- Five to seven years of related experience or an equivalent combination of education and experience.
- Demonstrated sales and relationship management skills, problem-solving, decision-making, and communication skills.
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Trust Processing Coordinator
2 weeks ago
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Relationship & Account Growth Specialist
1 week ago
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Preneed Operations Specialist
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Batesville, Mississippi, United States ClearPoint Federal Bank & Trust Full timeJob SummaryWe are seeking a detail-oriented and highly organized Preneed Operations Specialist to join our team at ClearPoint Federal Bank & Trust. This role provides production support to multiple groups, executing a variety of standardized tasks within operational systems, such as transaction processing, data entry, archiving, researching, and client...
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Operations Support Specialist
1 week ago
Batesville, Mississippi, United States ClearPoint Federal Bank & Trust Full timeJob SummaryWe are seeking an experienced Operations Support Specialist to join our team at ClearPoint Federal Bank & Trust. As a key member of our operations team, you will be responsible for providing exceptional customer service to our customers and their families.The ideal candidate will have strong attention to detail, excellent communication skills, and...
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Fiduciary Services Processor
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Quality Assurance Specialist
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Precision Measurement Specialist
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Traveling Medical Imaging Specialist
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Diagnostic Imaging Specialist
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Radiology Specialist
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Catheterization Lab Technologist
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Medical Imaging Specialist
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Traveling Cardiology Imaging Specialist
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Traveling Cardiac Catheterization Specialist
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Batesville, United States Sevita Full timeREM Community Services, a part of the Sevita family, provides community-based services for individuals with intellectual and developmental disabilities. Here we believe every person has the right to live well, and everyone deserves to have a fulfilling career. You’ll join a mission-driven team and create relationships that motivate us all every day. Join...
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Personal Banker Associate II
2 months ago
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Personal Banker Associate II
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