Top Trust Executive jobs in Saint Petersburg, FL

Top Trust Executive is responsible for all trust activities, policies, objectives, and the development of new business initiatives. Directs the analysis and review of investment options and sets investment policy and guidelines for the purchase and sale of securities. Being a Top Trust Executive ensures applicable tax reporting and returns are properly prepared and are in compliance with all regulations. May also provide guidance on legal matters to preserve and protect the organization and trusts. Additionally, Top Trust Executive requires a bachelor's degree. Typically reports to top management. The Top Trust Executive manages a business unit, division, or corporate function with major organizational impact. Establishes overall direction and strategic initiatives for the given major function or line of business. Has acquired the business acumen and leadership experience to become a top function or division head. (Copyright 2024 Salary.com)

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Account Executive
  • GULF COAST BANK & TRUST
  • Petersburg, FL FULL_TIME
  • Description


    Summary


    The Account Executive is responsible for managing all aspects of an assigned portfolio of transportation (i.e. commercial trucking) clients ensuring these client relationships meet management standards. These standards include risk, profitability, factoring services and financial controls. Through interdepartmental coordination, the Account Executive is also responsible for ensuring the clients receive competitive factoring services, thereby minimizing voluntary client terminations. Additionally, the Account Executive will develop relationships with clients and other sources which will result in referrals of prospects and help generate new business.


    Responsibilities

    • Provide courteous, timely and effective customer service to both internal and external customers.
    • Manage assigned portfolio through complete and current knowledge of client’s business operations, AR performance and industry trends, and take timely action so client losses are minimized and do not exceed budgeted standards. Identify/escalate suspicious/inconsistent activities, overall account performance and any over-advance issues to management timely.
    • Responsible for ensuring all advances comply with approved program structure.
    • Resolve factoring service problems, control operational costs and minimize loss of clients to competition. Structure and recommend changes to existing deals for review/approval.
    • Propose changes in policies and procedure to reduce costs and provide better and more efficient services.
    • Ongoing interaction with co-workers, Underwriting, Sales and management to ensure portfolio is managed effectively.
    • Verification/collection call effort as workload may dictate, especially on escalated issues. In conjunction with management, direct and support work of Collateral Analysts and Collections.
    • Interact with the Operations Team to ensure daily procedures and workflow are consistent.
    • Communicate with clients on a consistent and thorough basis to keep the client apprised of all activity. Ensure the client is receiving the information necessary to effectively run their business as expected.
    • Be prepared to discuss in-depth assigned accounts for each of the weekly assigned portfolio review meetings. Take prompt action, when necessary, as a result of the discussion of specific accounts/situations during those weekly meetings.
    • Assist management and co-workers as needed. Cross-train and back-up other positions within the division as needed.
    • Other duties as assigned.

    Requirements


    Skills/Experience/Education

    • Undergraduate degree with a preferred major in business or five (5) years equivalent work experience in factoring or commercial lending. Such experience should include expertise in accounts receivable and credit management, financial analysis, and personnel management. Bi-lingual is a plus.
    • Adaptability – adapts to changes in the work environment positively. Exhibits flexibility and unbiased attitude, open to new ideas and deals effectively with pressure situations.
    • Dependability – meets commitments, works independently, accepts accountability, stays focused under pressure, and meets attendance requirements.
    • Initiative – tackles problems and takes independent action, seeks out new responsibilities, acts on opportunities, generates new ideas, practices self-development and seeks learning opportunities.
    • Productivity – manages expected workload, takes on additional responsibilities as needed, manages priorities and deadlines, develops and follows work procedures and policies, manages time effectively, handles information flow.
    • Quality – attentive to detail and accuracy, shows commitment to quality standards, makes continuous improvement, takes ownership in resolving quality problems/issues, recognizes and communicates quality problems/issues to management.
    • Communication – speaks clearly and concisely in a positive or negative situation. Listens and gets clarification. Responds well to questions. Ability to present numerical data effectively, and ability to read and interpret written information.
    • Teamwork – contributes to team projects, exchanges ideas and opinions, helps prevent and resolve conflict, works with other departments effectively, and develops positive working relationships.

      

    Essential Mental & Physical Requirements

    • Ability to travel if required to perform the essential job functions. 
    • Ability to work under stress and meet deadlines.
    • Ability to read and interpret a document if required to perform the essential job functions
    • Prolonged periods of sitting at a desk and working on a computer may be required.
    • Ability to lift/move/carry approximately 15 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division any “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

    United Capital Funding is a wholly owned subsidiary of Gulf Coast Bank & Trust Company.


    Gulf Coast Bank & Trust Company and its subsidiaries is committed to a diverse and inclusive workforce. We are committed to equal employment opportunities without regard to race, color, genetic information, religion, sex, affectional or sexual orientation, gender identity or expression, age, marital status, military and veteran status, physical and mental disability, and any other characteristic protected by applicable law. We believe in attracting, retaining, and promoting quality talent and recognize that our diversity is critical to the success of the company. 

  • 21 Days Ago

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Maintenance
  • Kevin Chadwick Family Trust
  • Saint Petersburg, FL PART_TIME
  • Maintenance Tech/General Labor The Maintenance Technician is responsible for performing repairs and general maintenance work of facilities, buildings attractiveness, grounds, and equipment including e...
  • 21 Days Ago

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Assistant Banking Officer II
  • Republic Bank & Trust Company
  • Saint Petersburg, FL FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • 1 Day Ago

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Universal Banker - Central
  • Republic Bank & Trust Company
  • Saint Petersburg, FL FULL_TIME
  • “Republic Bank believes in the development and advancement of our associates. We offer the opportunity to learn all aspects of the company to prepare for future advancement. Come join our team for a c...
  • 4 Days Ago

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Experienced House cleaner
  • Laddys Executive Cleaning LLC
  • Saint Petersburg, FL FULL_TIME
  • Cleaning Service on St. Pete Beach/Tierra Verde area is looking for experienced house cleaners. Must be reliable, polite, hard working and available some weekends. Must have your own transportation. C...
  • 15 Days Ago

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Automotive Sales Professionals - TOP Workplace
  • Crown Automotive Group
  • Petersburg, FL FULL_TIME
  • IS YOUR SALES CAREER ON AUTOPILOT? TIME TO CHANGE COURSE!Your Sales or Customer Service experience, combined with a JOY for working with people, is the first step to being on your way towards a new op...
  • 22 Days Ago

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0 Top Trust Executive jobs found in Saint Petersburg, FL area

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Financial Advisor
  • Westshore Financial Group, Inc.
  • Tampa, FL
  • Company Description Westshore Financial Group, Inc. is a boutique financial planning firm based in Tampa, FL. With locat...
  • 3/28/2024 12:00:00 AM

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Pre-Sales Delivery Manager
  • Trigenx
  • Tampa, FL
  • Hybrid/Remote Position Responsibilities: Account Team Collaboration & Services Proposal Development drive the discovery,...
  • 3/28/2024 12:00:00 AM

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Advisory IR Services Consultant- Remote (Anywhere in the U.S.)
  • GuidePoint Security
  • Tampa, FL
  • GuidePoint Security provides trusted cybersecurity expertise, solutions and services that help organizations make better...
  • 3/28/2024 12:00:00 AM

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Customer Success Manager
  • Trigenx
  • Tampa, FL
  • Hybrid/Remote Position In this role you will: Own customer relationships, acting as their primary point of contact and t...
  • 3/28/2024 12:00:00 AM

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Certified Public Accountant (CPA)
  • Ryan Consulting Group PA
  • Tampa, FL
  • Job Description Job Description · Active CPA license. · Must have 3-5 years of tax experience and be able to prepare/rev...
  • 3/26/2024 12:00:00 AM

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Retirement Plan Specialist I
  • Transamerica
  • Saint Petersburg, FL
  • Job Description Job Description Transamerica is excited to announce that we are expanding and looking for FINRA Licensed...
  • 3/26/2024 12:00:00 AM

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Office Manager
  • Ryan Consulting Group PA
  • Tampa, FL
  • Job Description Job Description We are seeking an Office Manager to join our team! You will perform clerical and adminis...
  • 3/25/2024 12:00:00 AM

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Insurance Benefits Agent
  • Halloum Insurance Agency (ABD-SP)
  • Saint Petersburg, FL
  • Job Description Job Description Make The Difference: Our clients are looking for viable alternatives to their current be...
  • 3/24/2024 12:00:00 AM

St. Petersburg is a city in Pinellas County, Florida, United States. As of the 2015 census estimate, the population was 257,083, making it the fifth-most populous city in Florida and the largest in the state that is not a county seat (the city of Clearwater is the seat of Pinellas County). St. Petersburg is the second-largest city in the Tampa Bay Area, after Tampa. Together with Clearwater, these cities comprise the Tampa–St. Petersburg–Clearwater Metropolitan Statistical Area, the second-largest in Florida with a population of around 2.8 million. St. Petersburg is located on the Pinellas pen...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$260,754 to $399,242
Saint Petersburg, Florida area prices
were up 1.1% from a year ago

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