Top Trust Executive jobs in Mississippi

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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Corporate Trust Relationship Manager
  • Hancock Whitney
  • Ridgeland, MS FULL_TIME
  • Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account.

    JOB FUNCTION / SUMMARY:

    Corporate Trust Relationship Manager 1's manage and develop complex client relationships during the administration of Trust accounts including corporate trusteeships and paying agency, custody, escrow, agency and other related types of accounts.

    ESSENTIAL DUTIES & RESPONSIBILITIES:

    • Manages and develops new business for large and complex Trust relationships.
    • Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
    • Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts. May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
    • Analyzes, studies, and gains full understanding of governing documents. Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the service standards.
    • Reviews financing documents to assure that the bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the bank in the transaction and the negotiation of terms of the documents.
    • Responsible for assuring that the obligor is complying with all covenants that the trustee is responsible for monitoring through various reports or certificates that the obligor must file with the trustee. These may include insurance certificates, audits, budgets, rebate reports, no-default certificates or other documentation unique to each program.
    • Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required.
    • Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
    • Contacts or corresponds with attorneys, agencies and other parties who have an interest in any aspect of an account.
    • Resolves problems brought by interested parties.
    • Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
    • Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities. Advises or consults with other officers on details of proposed business plans.
    • Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
    • Responsible for achieving sales goals set by management.
    • Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools.
    • May attend professional conferences or trade shows held by the client/prospect base in order to promote the company brand and trust expertise. As well as various public meetings held by clients or groups that provide services to clients in order to both be aware of current client needs as well as looking for new business opportunities.
    • In consultation with more senior team members, may produce proposals for new business pricing or terms in conjunction with LOB Manager

    SUPERVISORY RESPONSIBILITIES:

    May carry out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

    MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE:

    • Bachelor's degree, preferably with a concentration in business or related field.
    • 2 years of experience in banking or financial services required.
    • An equivalent combination of education and experience may be considered.

    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 operate related equipment to perform the essential job functions
    • Ability to read and interpret a document if required to perform the essential job functions
    • Ability to lift/move/carry approximately 10 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 an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

    Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

     

  • 13 Days Ago

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Trust & Estates Officer II
  • Cadence Bank
  • Tupelo, MS FULL_TIME
  • DescriptionResponsible for business development of defined contribution, defined benefit, deferred compensation, individual retirement accounts (IRAs) and investment accounts in accordance with the ba...
  • 1 Month Ago

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Office Cleaner
  • Bailey Executive
  • Brandon, MS PART_TIME
  • About usBailey Executive Services is a janitorial service in Jackson, MS. We are professional, agile and our goal is to give great courteous service and have repeat business. .Our work environment inc...
  • 25 Days Ago

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Travel CNA to New York
  • TOP Employee Travel Nursing
  • Gulfport, MS FULL_TIME
  • Are You a Certified Nurse Aide (CNA)? We have opportunities for travel CNA's in multiple states - excellent pay rates and opportunity for overtime, advancement, and more!! Enjoy the job security and c...
  • 4 Days Ago

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Regional Sales Manager (WEST REGION)
  • Top Tier Reps LLC
  • Mississippi, MS FULL_TIME
  • Salary: $115,000 - $130,000 per yearRegional Sales Manager – Bakery Food Processing & Packaging Equipment – West Region/Near Major AirportPrefer incumbent to be located West of the Mississippi River o...
  • 7 Days Ago

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Travel CNA to New York
  • TOP Employee Travel Nursing
  • Springs, MS FULL_TIME
  • Are You a Certified Nurse Aide (CNA)?While professional experience and qualifications are key for this role, make sure to check you have the preferable soft skills before applying if required.We have ...
  • 21 Days Ago

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Trust Officer
  • Sepio Capital
  • Jackson, WY
  • Sepio Trust Company (“STC”), a newly chartered trust company based in Jackson Hole, Wyoming, is seeking an experienced a...
  • 4/19/2024 12:00:00 AM

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Trust Officer
  • ECG Resources, Inc.
  • Houston, TX
  • UHNW boutique trust company seeks Sr. Trust Administrator to service their HNW/UHNW clients. True trust administration, ...
  • 4/19/2024 12:00:00 AM

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Trust Officer
  • Ecg Resources Inc.
  • Houston, TX
  • UHNW boutique trust company seeks Sr. Trust Administrator to service their HNW/UHNW clients. True trust administration, ...
  • 4/19/2024 12:00:00 AM

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Trust Advisor
  • ECG Resources, Inc.
  • Reno, NV
  • Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
  • 4/18/2024 12:00:00 AM

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Trust Advisor
  • Ecg Resources Inc.
  • Reno, NV
  • Private Trust Company is expanding its team and actively seeking an experienced Trust Advisor to assist with supporting ...
  • 4/18/2024 12:00:00 AM

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Trust Administrator
  • Cypress Hcm
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/18/2024 12:00:00 AM

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Trust Officer
  • San Pasqual Fiduciary Trust Company
  • Los Angeles, CA
  • No Recruiters or phone calls, please. We will contact you if you are a potential match for the position. Trust Officer S...
  • 4/17/2024 12:00:00 AM

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Trust Administrator
  • Cypress HCM
  • Boston, MA
  • Trust Advisor Location: Boston, MA Hybrid: 3 days onsite Employees: 500| Team Size: 10-15 Industry: Law Firm Trust Advis...
  • 4/15/2024 12:00:00 AM

Mississippi is bordered to the north by Tennessee, to the east by Alabama, to the south by Louisiana and a narrow coast on the Gulf of Mexico; and to the west, across the Mississippi River, by Louisiana and Arkansas. In addition to its namesake, major rivers in Mississippi include the Big Black River, the Pearl River, the Yazoo River, the Pascagoula River, and the Tombigbee River. Major lakes include Ross Barnett Reservoir, Arkabutla Lake, Sardis Lake, and Grenada Lake with the largest lake being Sardis Lake. Mississippi is entirely composed of lowlands, the highest point being Woodall Mountai...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Top Trust Executive jobs
$244,853 to $374,898

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