Trust Operations Team Supervisor jobs in Mcallen, TX

Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)

Recently Added Trust Operations Team Supervisor jobs

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Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Trust Operations Associate is responsible for providing operational support to the Trust Division.
    Principal Duties and Responsibilities
    • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
    • Partner with team to uncover client needs and deliver solutions
    • Prepare documents and presentations
    • Schedule client meetings and manage Trust Administrators calendars
    • Create, gather, and organize documents for client meetings
    • Answer incoming correspondence via phone; mail and email
    • Greet clients and visitors that come into Division
    • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
    • Make entries into primary Trust systems.
    • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
    • File\scan documents and work papers for accounts and committees as assigned
    • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
    • Document procedures and process flows, and ensure they are kept accurate
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Perform other duties as assigned.
    Qualifications, Education and Experience Requirements
    • High School Diploma or equivalent required; college degree preferred
    • Microsoft Suite of applications proficiency
    • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
    • Knowledge of Life Insurance Policies considered a plus
    • Knowledge of Trust and Wealth Management terminology considered a plus
    • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
    • Ability to work in a team based environment
    • Operational and/or Client service experience
    • Experience in Trust/Wealth Management/Legal environment preferred
    • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
    • Effective interpersonal, communication and presentation skills
    • Excellent telephone etiquette
    • Ability to maintain confidentiality
    • Must have excellent analysis, observation and decision making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 21 Days Ago
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Supervisor Medical Records
  • STHS - Regional Operations Center
  • Edinburg, TX FULL_TIME
  • Responsibilities: POSITION SUMMARY: The HIM Supervisor is responsible for overseeing all functions and activities of the medical record/chart processing area for South Texas Health System facilities w...
  • 1 Month Ago
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Personal Attendant Services Supervisor
  • The Medical Team
  • Hebbronville, TX FULL_TIME
  • To ensure quality and safe delivery of Primary Home Care services. To assist in the provision and coordination of all personal attendant services in accordance with Agency philosophy and established s...
  • 1 Month Ago
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Operations Supervisor
  • National Seating & Mobility
  • Mcallen, TX FULL_TIME
  • Duties and Responsibilities / Essential Functions: Work with Technicians to prepare and effectively communicate repair quotes. Supervise equipment delivered to maintain quality control. Maintain an ad...
  • 1 Month Ago
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Operations Supervisor
  • National Seating & Mobility, Inc.
  • Allen, TX FULL_TIME
  • Duties and Responsibilities / Essential Functions: Work with Technicians to prepare and effectively communicate repair quotes. Supervise equipment delivered to maintain quality control. Maintain an ad...
  • 1 Month Ago
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Supervisor-Banquet Operations
  • Marriott International
  • San Juan, TX FULL_TIME
  • Additional Information $18.36Job Number 24069078Job Category Food and Beverage & CulinaryLocation San Juan Marriott Resort & Stellaris Casino, 1309 Ashford Avenue, San Juan, Puerto Rico, United States...
  • 3 Days Ago
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0 Trust Operations Team Supervisor jobs found in Mcallen, TX area

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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Nevada Utah
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Senior Medical Science Liaison-Women's Healthcare Northern California
  • Bayer
  • At Bayer we’re visionaries, driven to solve the world’s toughest challenges and striving for a world where 'Health for a...
  • 4/24/2024 12:00:00 AM
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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 4/24/2024 12:00:00 AM
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Senior Systems Administrator (Australia) - TS/SCI with Polygraph
  • General Dynamics Information Technology
  • General Dynamics Information Technology (GDIT) is seeking an IT Engineer with Microsoft Enterprise Systems Administrator...
  • 4/24/2024 12:00:00 AM
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Senior Systems Engineer (Australia), TS/SCI with Polygraph
  • General Dynamics Information Technology
  • Manages systems professionals directly or through subordinate managers and offers leadership, coaching, and training. Ac...
  • 4/24/2024 12:00:00 AM
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Senior Systems Engineer (Australia), TS/SCI with Poly
  • General Dynamics Information Technology
  • Manages systems professionals directly or through subordinate managers and offers leadership, coaching, and training. Ac...
  • 4/24/2024 12:00:00 AM
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MES Programmer Engineer
  • Johnson Controls International
  • Apodaca, Nuevo León
  • MES Programmer This position is to be fulfilled by a focused and self-motivated engineer to work in a dynamic industrial...
  • 4/24/2024 12:00:00 AM
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About Mcallen, Texas

McAllen is the largest city in Hidalgo County, Texas, United States, and the 22nd-most populous city in Texas. It is located at the southern tip of the state in the Rio Grande Valley. The city limits extend south to the Rio Grande, across from the Mexican city of Reynosa, and McAllen is about 70 mi (110 km) west of the Gulf of Mexico. As of 2017, McAllen’s population was estimated to be 142,696. It is the fifth-most populous metropolitan area in the state of Texas, and the binational Reynosa–McAllen metropolitan area counts a population of nearly 1.52 million. From its settlement in 1904, the ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$48,035 to $58,700
Mcallen, Texas area prices
were up 1.2% from a year ago
View detail