Specialty Corporate Trust Team Manager
About The Position
As our Team Manager, you will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers and/or Relationship Managers. This role will also work closely with senior leaders in the business to ensure consistent and superior customer service. You will provide day to day support to the Relationship Management team across their corporate trust accounts including monitoring internal controls to ensure compliance readiness, identifying, developing and documenting potential issues and recommendations and facilitates changes in processes/systems.
Requirements
- A Bachelor's degree or equivalent work experience
- At least seven (7) or more years of relevant experience
Responsibilities
- Responsible for accurate/timely setup of trust accounts on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
- Provide oversight and subject knowledge expertise on trust document directives and processes such as note transfers, audit confirmations and foreign tax reporting and withholding requirements.
- Participate in cross-training to learn other Corporate Trust roles and provide support, as needed.
- Interview, hire and train new team members with support from upper management and team members that change roles and responsibilities in the group.
- Track workload for the team and make adjustments to account assignments or coordinate team help during spikes and special projects.
- Conduct one on one and team meetings with direct reports.
- Coordinate guidelines and procedures to review and discuss in team meetings.
- Gather information and ensure teams are consistent in work product.
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Manager
Education Level
Associate degree
