Trust Relationship Manager
4 weeks ago
As a Personal Trust Officer at Horizon Bank, you will be responsible for managing fiduciary and investment-oriented client relationships. This includes developing new personal trust business by providing exceptional service and sensible advice.
You will administer various trusts, provide expert financial advice in areas such as trust, investments, tax planning, and private banking. Your role will involve managing a portfolio of existing clientele, including high-value and high-visibility relationships for the corporation.
Key Responsibilities- Administer assigned trust accounts in compliance with governing documents, legal requirements, and business line policies and procedures.
- Deliver expert advice and counsel in the area of personal trust products and services.
- Provide high-level customer service to customers, attorneys, and beneficiaries relating to these accounts.
- Effectively perform and coordinate account administrative activity with assigned Portfolio Managers and other internal resources for assigned accounts.
- Review client correspondence and process requests for information, schedule appointments, approve bills and expenses, process discretionary payment requests, and review and coordinate investment cash flow needs with the investment officer.
- Analyze and assess legal documents, including revocable and irrevocable trusts, wills, real estate, agency agreements, and custody agreements, to determine effective administration and compliance with documented provisions.
- Ensure compliance with policies and procedures related to all aspects of the position and stay up-to-date on new legal, regulatory, and tax developments.
- Develop new business through referrals and centers of influence, and participate in community and business functions to ensure a positive image for the bank within the region's marketplace.
- 3-5 years' experience in Trust or Investment management and/or trustee experience working with a broad range of financial planning areas.
- Bachelor's degree in finance, accounting, or business, or equivalent work experience.
- Knowledge of agency guidelines and industry standards as they relate to banking, investments, and wealth management.
- Strong listening and questioning skills, with the ability to apply critical thinking and problem-solving skills.
- Excellent interpersonal and communication skills, with the ability to adjust approach based on each client's situation.
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Trust Relationship Manager
4 weeks ago
Indianapolis, Indiana, United States Horizon Bank Full timeJob OverviewAs a Personal Trust Officer at Horizon Bank, you will be responsible for managing fiduciary and investment-oriented client relationships. Your primary goal will be to develop new personal trust business by providing exceptional service and sensible advice.Key ResponsibilitiesAdminister various trusts, providing expert financial advice in areas...
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Consumer Relationship Manager
1 week ago
Indianapolis, Indiana, United States First Financial Bancorp Full timeRole OverviewAs a Consumer Relationship Manager at First Financial Bancorp, you will be responsible for building and maintaining strong client relationships by providing exceptional customer service and financial solutions. This role requires excellent communication and interpersonal skills, as well as the ability to work in a fast-paced environment.Key...
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Physician Relationship Manager
1 month ago
Indianapolis, Indiana, United States Ascension Full timeJob SummaryWe are seeking a highly skilled Physician Relationship Manager to join our team at Ascension. This role will be responsible for identifying and developing strategic relationships with community partners and facilities, collaborating with leaders across the organization to drive new business, and implementing initiatives for pipeline...
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Physician Relationship Manager
4 weeks ago
Indianapolis, Indiana, United States Ascension Full timeJob SummaryWe are seeking a highly skilled Physician Relationship Manager to join our team at Ascension. This role will be responsible for identifying and developing strategic relationships with community partners and facilities, collaborating with leaders across the organization to drive new business, and implementing initiatives for pipeline...
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Commercial Banking Relationship Manager
4 weeks ago
Indianapolis, Indiana, United States Fifth Third Full timeWe are seeking a skilled Commercial Banking Relationship Manager to join our team at Fifth Third Bank. In this role, you will be responsible for building and maintaining strong relationships with our commercial clients, providing them with tailored banking solutions to meet their unique needs.Key Responsibilities:Prospect for new clients and develop business...
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CRA Mortgage Loan Officer
4 weeks ago
Indianapolis, Indiana, United States Stock Yards Bank & Trust Full timeJob SummaryWe are seeking a highly motivated and results-driven CRA Mortgage Loan Officer to join our team at Stock Yards Bank & Trust. As a key member of our mortgage operations team, you will be responsible for generating loan volume through sales efforts, focusing on low to moderate income areas and borrowers in Indianapolis.Key ResponsibilitiesPursue...
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Commercial Lending Portfolio Manager
4 weeks ago
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Client Services Coordinator
1 month ago
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Strategic Relationship Catalyst
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Case Manager
4 weeks ago
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Customer Relationship Manager
4 weeks ago
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Business Banking Relationship Manager I
4 weeks ago
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Mortgage Loan Officer
4 weeks ago
Indianapolis, Indiana, United States Stock Yards Bank & Trust Full timeAs a Mortgage Loan Officer - Community Development at Stock Yards Bank & Trust, you will have the opportunity to generate loan volume through sales efforts focusing on low to moderate income areas and borrowers in Indianapolis. In addition to standard secondary market products, we have great portfolio products to offer, including a competitive portfolio...
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Case Manager
1 month ago
Indianapolis, Indiana, United States American United Life Ins Co Full timeJob OverviewWe are seeking a highly skilled Case Manager II to join our team at American United Life Ins Co. This role is responsible for maintaining strong relationships with internal and external customers, driving case resolution with a sense of urgency, and collaborating with cross-functional teams to achieve business objectives.Key ResponsibilitiesBuild...
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Mortgage Loan Officer
4 weeks ago
Indianapolis, Indiana, United States Stock Yards Bank and Trust Full timeJob Title: Mortgage Loan Officer - Community DevelopmentStock Yards Bank and Trust is seeking a Mortgage Loan Officer - Community Development to join our team. As a key member of our community lending team, you will be responsible for generating loan volume through sales efforts in low to moderate income areas and borrowers in Indianapolis.Key...
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Marketing Development Manager
4 weeks ago
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Senior Project Manager
4 weeks ago
Indianapolis, Indiana, United States Shrewsberry and Associates LLC Full timeJob SummaryThe Site Civil Senior Project Manager is a key member of our team at Shrewsberry and Associates LLC, responsible for delivering high-quality projects on time and within budget. This senior-level position requires strong technical expertise, project management skills, and excellent client management abilities.Key ResponsibilitiesProvide...
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Transportation Business Development Manager
1 month ago
Indianapolis, Indiana, United States Langham Logistics, Inc Full timeJob OpportunityLangham Logistics, Inc is seeking a seasoned Business Development Manager to spearhead our Transportation segment. This pivotal role demands an industry trailblazer to drive contract-based transportation revenue growth, amplify customer relationships, and drive new business opportunities.Key Responsibilities:Drive Strong Margin Contract Based...
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Logistics Industry Professional
3 weeks ago
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Assistant Store Manager
4 weeks ago
Indianapolis, Indiana, United States Francesca's Full timeAbout the RoleWe are seeking an experienced Assistant Store Manager to join our team at Francesca's. As a key member of our leadership team, you will be responsible for driving business results, leading a high-performing team, and delivering an exceptional guest experience.Key ResponsibilitiesDrive business results by maximizing daily sales plans, managing...