Build andmaintainreferral relationships with attorneys, CPAs, financial advisors, and other COIs ... banking, or financial services. * Demonstrated competence in public speaking and training.
Build andmaintainreferral relationships with attorneys, CPAs, financial advisors, and other COIs ... banking, or financial services. * Demonstrated competence in public speaking and training.
Loan Officer - Remote
Tampa, FL · On-site +1
... banking experience * Three or more new purchase loans per month * Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants * College degree or ...
Loan Officer - Remote
Tampa, FL · On-site +1
... banking experience * Three or more new purchase loans per month * Well-developed referral base, including realtors, past clients, financial planners, attorneys and/or accountants * College degree or ...
Senior Paralegal - Trusts & Estates
San Francisco, CA · On-site +1
$57.69 - $72.11/hr
Hourly Non-Exempt Remote Options/Office Hours : On-Site/Hybrid - No Fully Remote Option ... The Senior Paralegal - Trusts & Estates provides substantive case support to attorneys through ...
Senior Paralegal - Trusts & Estates
San Francisco, CA · On-site +1
$57.69 - $72.11/hr
Hourly Non-Exempt Remote Options/Office Hours : On-Site/Hybrid - No Fully Remote Option ... The Senior Paralegal - Trusts & Estates provides substantive case support to attorneys through ...
Legal Billing Coordinator
$64K - $87K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Legal Billing Coordinator
$64K - $87K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Legal Billing Coordinator
Philadelphia, PA · Remote
$63K - $85K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Quick apply
Legal Billing Coordinator
Philadelphia, PA · Remote
$63K - $85K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Legal Billing Coordinator
Lancaster, PA · Remote
$60K - $82K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Legal Billing Coordinator
Lancaster, PA · Remote
$60K - $82K/yr
We are a full-service firm with more than 170 attorneys and 350 professionals, committed to ... McNees, Wallace & Nurick is actively seeking an experienced Legal Billing Coordinator (fully remote ...
Receives members at assigned centralized/remote work station(s) via video banking platform and ... Money Markets * Powers of Attorney * Specialty Accounts (Custodial, Representative Payee ...
Receives members at assigned centralized/remote work station(s) via video banking platform and ... Money Markets * Powers of Attorney * Specialty Accounts (Custodial, Representative Payee ...
Lending & Finance Partner
Denver, CO · On-site +1
The lawyers in our Financial Services Industry Practice assist our banking and other financial ... Hybrid in-office/remote role. Gould & Ratner's current in-office policy requires attorneys to be in ...
Lending & Finance Partner
Denver, CO · On-site +1
The lawyers in our Financial Services Industry Practice assist our banking and other financial ... Hybrid in-office/remote role. Gould & Ratner's current in-office policy requires attorneys to be in ...
Lending & Finance Partner
Chicago, IL · On-site +1
The lawyers in our Financial Services Industry Practice assist our banking and other financial ... Hybrid in-office/remote role. Gould & Ratner's current in-office policy requires attorneys to be in ...
Lending & Finance Partner
Chicago, IL · On-site +1
The lawyers in our Financial Services Industry Practice assist our banking and other financial ... Hybrid in-office/remote role. Gould & Ratner's current in-office policy requires attorneys to be in ...
Title Searcher
Carnegie, PA · Remote
Escrow is seeking a remote Title Searcher! The successful candidate will need to be able to work ... Experience in the real estate, title, or banking fields a plus, but not required. Job Type ...
Title Searcher
Carnegie, PA · Remote
Escrow is seeking a remote Title Searcher! The successful candidate will need to be able to work ... Experience in the real estate, title, or banking fields a plus, but not required. Job Type ...
Loan Documentation Specialist
OR · Remote
Review attorney-prepared loan documents with a sharp eye for detail, ensuring everything aligns ... Banking & Fintech Acumen - You understand banking and Loan Operations deeply. Once you understand a ...
Loan Documentation Specialist
OR · Remote
Review attorney-prepared loan documents with a sharp eye for detail, ensuring everything aligns ... Banking & Fintech Acumen - You understand banking and Loan Operations deeply. Once you understand a ...
$71K - $120K/yr
REMOTE OPTIONS, PHOENIX Categories: Legal/Investigations/Adjustment/Compliance ATTORNEY GENERAL ... Reviews police reports, bank records, interviews and other relevant investigative material. Issues ...
$71K - $120K/yr
REMOTE OPTIONS, PHOENIX Categories: Legal/Investigations/Adjustment/Compliance ATTORNEY GENERAL ... Reviews police reports, bank records, interviews and other relevant investigative material. Issues ...
Controller - PI Firm
Chicago, IL · On-site +1
$110K - $135K/yr
Manage bank, operating account, trust account, escrow account, and credit facility reconciliations ... Oversee attorney trust and escrow accounting and support compliance with applicable rules and ...
Controller - PI Firm
Chicago, IL · On-site +1
$110K - $135K/yr
Manage bank, operating account, trust account, escrow account, and credit facility reconciliations ... Oversee attorney trust and escrow accounting and support compliance with applicable rules and ...
REMOTE Sr. Foreclosure Specialist (7:00 A.M or 7:30 A.M to 4:00 P.M PST)
Orange, CA · On-site +1
$27 - $32/hr
Communicates with assigned attorney/trustees via vendor tracking software - regarding delays and/or ... Three (3) years of Foreclosure experience or a combination of three (3) years' banking, mortgage ...
REMOTE Sr. Foreclosure Specialist (7:00 A.M or 7:30 A.M to 4:00 P.M PST)
Orange, CA · On-site +1
$27 - $32/hr
Communicates with assigned attorney/trustees via vendor tracking software - regarding delays and/or ... Three (3) years of Foreclosure experience or a combination of three (3) years' banking, mortgage ...
REMOTE Sr. Foreclosure Specialist (7:00 A.M or 7:30 A.M to 4:00 P.M PST)
Orange, CA · Remote
$27 - $32/hr
Communicates with assigned attorney/trustees via vendor tracking software - regarding delays and/or ... Three (3) years of Foreclosure experience or a combination of three (3) years' banking, mortgage ...
REMOTE Sr. Foreclosure Specialist (7:00 A.M or 7:30 A.M to 4:00 P.M PST)
Orange, CA · Remote
$27 - $32/hr
Communicates with assigned attorney/trustees via vendor tracking software - regarding delays and/or ... Three (3) years of Foreclosure experience or a combination of three (3) years' banking, mortgage ...
Financial Legal Examiner 3-4
Olympia, WA · On-site +1
$7K - $11K/mo
Thurston County - Tumwater, WA Job Type: Full Time - Permanent Remote Employment: Flexible/Hybrid ... an attorney interested in financial services, banking law, and consumer protection? Are you ...
Financial Legal Examiner 3-4
Olympia, WA · On-site +1
$7K - $11K/mo
Thurston County - Tumwater, WA Job Type: Full Time - Permanent Remote Employment: Flexible/Hybrid ... an attorney interested in financial services, banking law, and consumer protection? Are you ...
CFO - Nonprofit
$60 - $90/hr
Serve as liaison with external partners (bankers, attorneys, investors) * Provide technical support ... We strive to meet team members where they're at - so our roles vary between onsite and fully remote.
CFO - Nonprofit
$60 - $90/hr
Serve as liaison with external partners (bankers, attorneys, investors) * Provide technical support ... We strive to meet team members where they're at - so our roles vary between onsite and fully remote.
Trust Advisor II
Hattiesburg, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Financial advisory/sales experience in banking, investment, or insurance products and services
Trust Advisor II
Hattiesburg, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Financial advisory/sales experience in banking, investment, or insurance products and services
Trust Advisor II
Hattiesburg, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Trust Advisor II
Hattiesburg, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Trust Advisor II
Tupelo, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Financial advisory/sales experience in banking, investment, or insurance products and services
Trust Advisor II
Tupelo, MS · On-site +1
Works to maintain strong relationships with centers of influence including attorneys, accountants ... Financial advisory/sales experience in banking, investment, or insurance products and services
Remote Banking Attorney information
See salary details
$200K - $204.3K
9% of jobs
$204.3K - $208.5K
9% of jobs
$212.1K is the 25th percentile. Wages below this are outliers.
$208.5K - $212.8K
10% of jobs
$212.8K - $217.1K
10% of jobs
$217.1K - $221.4K
9% of jobs
The median wage is $223.7K / yr.
$221.4K - $225.6K
10% of jobs
$225.6K - $229.9K
9% of jobs
$229.9K - $234.2K
10% of jobs
$235.4K is the 75th percentile. Wages above this are outliers.
$234.2K - $238.5K
10% of jobs
$238.5K - $242.7K
9% of jobs
$242.7K - $247K
10% of jobs
$200K
$225K
$247K
How much do remote banking attorney jobs pay per year?
Full-time
Medical, Dental, Vision, Life, Retirement, PTO
Posted 27 days ago
Thrivent rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job description
At our core, we are a membership-owned fraternal organization, as well as a holistic financial services organization, dedicated to serving the unique needs of our clients. We focus on their goals and priorities, guiding them toward financial choices that will help them live the life they want today-and tomorrow.
Job Summary
The Trust Business Development Officer is responsible for providing business consulting, sales support, and training to Advisors to learn how to effectively offer personal trust, estate settlement, private client, and institutional services to clients.
This role drives new fiduciary business opportunities, expands relationships with centers of influence (COIs), and promotes the organization's trust, estate, and wealth management services.
The Trust Business Development Officer role combines consultative sales, relationship management, and fiduciary knowledge to generate sustainable revenue growth while upholding the highest standards of ethics and client service.
Additionally, this role is responsible for collaborating to develop Trust Company training materials.
This role works across various areas of the organization and requires strong organization, marketing, and communication skills.
**We are open to candidates working remotely anywhere across the United States.
Job Responsibilities and Duties
Business Development
- Identify, cultivate, and close new trust and fiduciary relationships (revocable and irrevocable trusts, estate administration, agency accounts, custody, etc.).
- Develop and execute a business development plan to meet annual revenue and asset growth goals.
- Build andmaintainreferral relationships with attorneys, CPAs, financial advisors, and other COIs.
- Representthe organization at networking events, community engagements, and professional associations.
Client Relationship Management
- Partnerwith Trust Officers, Portfolio Managers, and Wealth Advisors to deliver comprehensive fiduciary solutions.
- Conduct discovery meetings to assess client needs and recommendappropriate trustservices.
- Ensure smooth onboarding and transition of new relationships.
- Partner with other business areas to provide Trust services to both internal and external Advisors.
- Provide support to Thrivent Field Representatives and independent advisors in client meetings, both virtual and in-person, presenting trust services.
- Provide consultation to Thrivent Field Representatives and independent advisors for complex trust service needs.
Training
- Proactive identification of current training needs for the field whichalignwith goals to increase Thrivent Trust Company awareness.
- Collaborate with leaders todeterminehow tobest todeliver training and what training is required.
- Provide input indevelopmentof training courses and support materials. Schedule and delivertrainingsacross various platformsvirtualand in-person.
Technical & Compliance
- Maintain working knowledge of trust administration, estate planning strategies, fiduciary regulations, and tax considerations.
- Ensure all new business opportunities align with fiduciary risk standards and compliance requirements.
Job Qualifications
Required:
- Bachelor's degree infinance,business,accounting, or related field.
- Minimum of 3 years of successful direct selling or sales support experience of trust services and/or investment management services, wealth management, private banking, or financial services.
- Demonstrated competence in public speaking and training.
- Intermediate Microsoft Office skills.
- Working knowledge of fiduciary principles and estate planning concepts.
- Strong sales, networking, and relationship-building skills.
- Strong problem-solving skills and the ability to deal withnumerouspriorities simultaneously.
- Goal-oriented self-starter who can work in an unstructured environment with minimal supervision.
- Strong written and interpersonal communication skills.
- Ability to work closely with internal and external business partners, current and prospective clients, strategic partners,attorneysand other professional centers of influence.
- Position requires 30% travel.
Preferred:
- CFP (Certified Financial Planner), CTFA(Certified Trust and Fiduciary Advisor).
- Working knowledgeof professionaltrust services.
- Previousbusiness developmentskillsand experience.
Additional Information
- This position is a full-time remote opportunity with 30% travel.
- If you lives in the Appleton, WI or Minneapolis, MN area you will have access to our corporate offices in those areas.
#LI-Remote
Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.
Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.
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