Trust Team Manager jobs in Mcallen, 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)

Recently Added Trust Team Manager 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
  • 20 Days Ago
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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 21 Days Ago
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Shift Manager / Team Leader
  • SS Related Companies
  • Laredo, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 11 Days Ago
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Shift Manager / Team Leader
  • SS Related Companies
  • Roma, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 11 Days Ago
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Shift Manager / Team Leader
  • SS Related Companies
  • Penitas, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 12 Days Ago
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S
Shift Manager / Team Leader
  • SS Related Companies
  • Edinburg, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 12 Days Ago
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0 Trust Team Manager 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 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 Supply Chain Finance Analyst
  • Kellanova
  • Sydney, NSW
  • The name might be different but our iconic range remains the same and includes Nutri-Grain, Special K, Sultana Bran and ...
  • 4/22/2024 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 Team Manager jobs
$106,868 to $151,202
Mcallen, Texas area prices
were up 1.2% from a year ago
View detail

What does a Trust Team Manager do?

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