Trust Team Manager jobs in Longview, TX

Trust Team Manager manages and oversees a team of Trust Officers assigned to the largest and most complex trust accounts. May manage the administration of other credit and wealth management related products and services. Being a Trust Team Manager typically requires a bachelor's degree. Typically reports to a head of a unit/department or Top Executive. The Trust Team Manager typically manages through subordinate managers and professionals in larger groups of moderate complexity. Provides input to strategic decisions that affect the functional area of responsibility. May give input into developing the budget. To be a Trust Team Manager typically requires 3+ years of managerial experience. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. (Copyright 2024 Salary.com)

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Trust Operations Manager
  • Southside Bank
  • Tyler, TX FULL_TIME
  • Position Title:                  

    Trust Operations Manager

    FLSA Status:                   

    Exempt, (E) 

    Reports to:                      

    Market President Wealth Management 

    Summary of the Job:      

    Responsible for the oversight of Trust operations including but not limited to, daily operations, departmental projects, audits and maintaining compliance.  

    Essential Functions:                  

    • Oversee operations of the department and supervise appropriate personnel.
    • Oversee and promote the unification strategy and drive efficiencies in that effort.
    • Prepare various reports for the state and federal examiners and other stakeholders as needed.
    • Responsible for preparation and updates to the operations procedure manual.
    • Communicate with Portfolio Manager(s) as needed.
    • Report status of accounts as needed to Trust Officers.
    • Verify overdrafts and cash sweeps daily.
    • Balance daily and monthly reports from the trust accounting system.
    • Review and adjust asset information on trust department records as needed.
    • Implement new features of the trust accounting system.
    • Responsible for various projects as they occur.
    • Coordinate disaster recovery and security procedures for the various systems used by the department.
    • Oversee operation of department technology platforms.
    • Review performance of associates, monitoring workflow and providing training. 
    • Work closely with administration and IT departments.  
    • Relieve all operations positions as needed.

    Additional Functions:

    • Supervise/manage/direct the selection, training, development, appraisal and work assignments of personnel.
    • Comply with all safety policies, practices and procedures.
    • Participate in proactive team efforts to achieve the goals of the financial institution.
    • Provide leadership to others through example and sharing of knowledge/skill.
    • Perform other duties as assigned.

    Required Education/Experience:   

    • Bachelor’s Degree required; Business Administration, Management, Finance, or Accounting majors preferred; 
    • A minimum of 2 years in a managerial role required, 3 years preferred.
    • Two to four years related experience in operations and/or training preferred.
    • CPA, JD, CTFA, or comparable designation preferred.

    Necessary Skills

    • Ability to read, analyze, and interpret common scientific and technical journals, financial reports, and legal documents. Ability to respond to common inquiries or complaints from customers, regulatory agencies, or members of the business community. Ability to write speeches and articles for publication that conform to prescribed style and format. Ability to effectively present information to top management, public groups, and/or boards of directors. 
    • Ability to define problems; collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
    • Ability to lead a team and oversee various projects for the department.
    • Proficient personal computer skills including electronic mail, record-keeping, routine database activity, word processing, spreadsheet, graphics, etc.
    • Prioritize, organize, and delegate assignments.

    Physical Activity/Dexterity: 

    • Manual dexterity sufficient to reach/handle items and work with fingers.  Works with fingers and perceives attributes of objects and materials.

    Physical Environment Demands: 

    • Must be able to remain in a stationary position 90% of the time.
    • The person in this position needs to occasionally move about inside the office to visit other internal and external offices, conference rooms, office machinery, etc.
    • Constantly operates a computer and other office productivity machinery, such as a calculator, copy machine, and telephone.
    • Constantly positions self to operate on a computer.
    • The person in this position frequently communicates with other people throughout each day.  Must be able to exchange accurate information when conversing.  

    Working Conditions/Environment: 

    • Well-lighted, heated and/or air-conditioned indoor office setting with adequate ventilation.
    • Moderate noise (e.g. business office with computers and printers, light traffic).

    Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

    The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor’s legal duty to furnish information. 41 CFR 60-1.35(c)

     

  • 1 Month Ago

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Natural Resources Manager
  • Texas Bank and Trust
  • Longview, TX FULL_TIME
  • Job Description Job Summary: Responsible for overseeing the functions of the Natural Resources Group of the Wealth Management Division. Coordinates the activities of the Oil and Gas and Real Estate Te...
  • 14 Days Ago

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Claims Manager
  • Team Worldwide
  • Winnsboro, TX FULL_TIME
  • Team Worldwide has a career opportunity open for a Claims Manager at our corporate office located in Winnsboro, TX. The ideal candidate will have a minimum of 5-7 years of experience processing freigh...
  • 9 Days Ago

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Team Member
  • Our Team
  • Longview, TX FULL_TIME
  • Job Title: Team MemberJob Description:SUMMARY:Responsible for the completion of a variety of tasks relating to the preparation and service of food to customers, and to the maintenance of a clean and p...
  • 24 Days Ago

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Wealth Management & Trust Officer I
  • Southside Bank
  • Tyler, TX FULL_TIME
  • Position Title: Wealth Management & Trust Officer I FLSA Status: Non-Exempt Reports to: WM&T Regional Department ManagerSummary of the Job: This person serves as a junior level officer for Wealth Mana...
  • 1 Month Ago

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Lending Assistant
  • Guaranty Bank and Trust NA
  • Mount Pleasant, TX FULL_TIME
  • At Guaranty Bank & Trust, we are passionate about helping others and our communities. We strive to stand out and be different, and as a result, our business is growing fast! Guaranty Bank & Trust offe...
  • 20 Days Ago

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0 Trust Team Manager jobs found in Longview, TX area

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Distinguished Data Engineer
  • Capital One
  • Longview, TX
  • West Creek 2 (12072), United States of America, Richmond, Virginia Distinguished Data Engineer Distinguished Engineers a...
  • 3/26/2024 12:00:00 AM

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Sr. Distinguished Engineer - Network Security
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Sr. Distinguished Engineer - Network Security Senior Distin...
  • 3/26/2024 12:00:00 AM

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Distinguished Engineer, Card Tech
  • Capital One
  • Longview, TX
  • Locations: VA - McLean, United States of America, McLean, Virginia Distinguished Engineer, Card Tech Distinguished Engin...
  • 3/26/2024 12:00:00 AM

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Executive Director (RN)
  • LHC Group
  • Longview, TX
  • Company Overview We are hiring for an Executive Director - RN At Good Shepherd HomeCare Longview, we embrace a culture o...
  • 3/25/2024 12:00:00 AM

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General Manager
  • Wingstop
  • Tyler, TX
  • Wingstop's mission is to serve the world flavor. Wingstop is the destination when you crave fresh never faked wings, han...
  • 3/25/2024 12:00:00 AM

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Director, Data Engineering
  • Capital One
  • Longview, TX
  • West Creek 4 (12074), United States of America, Richmond, Virginia Director, Data Engineering Capital One's is seeking a...
  • 3/25/2024 12:00:00 AM

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Distinguished Engineer - NetDevOps
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - NetDevOps Distinguished Engineers ...
  • 3/25/2024 12:00:00 AM

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Distinguished Engineer - Cloud Operations & Productivity Engineering
  • Capital One
  • Longview, TX
  • Center 3 (19075), United States of America, McLean, Virginia Distinguished Engineer - Cloud Operations & Productivity En...
  • 3/25/2024 12:00:00 AM

Longview is the forty-fifth largest city in the state of Texas. The city is mostly located in Gregg County, of which it is the county seat; a small part of Longview extends into the western part of neighboring Harrison County. Longview is located in East Texas, where Interstate 20 and U.S. Highways 80 and 259 converge just north of the Sabine River. According to the 2010 U.S. census, the city had a population of 80,455. The estimated population in 2017 was 81,522. Longview is the principal city of the Longview metropolitan statistical area, comprising Gregg, Upshur, and Rusk counties. The popu...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$113,207 to $160,179
Longview, Texas area prices
were up 1.2% from a year ago

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