Trust Manager - Operations jobs in Mcallen, TX

Trust Manager - Operations manages the operations of the trust. Designs and implements operational systems to streamline operations and maximize revenue and shareholder interests. Being a Trust Manager - Operations facilitates communications between various departments in the trust. Requires a bachelor's degree. Additionally, Trust Manager - Operations typically reports to top management. The Trust Manager - Operations 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. Capable of resolving escalated issues arising from operations and requiring coordination with other departments. To be a Trust Manager - Operations typically requires 3+ years of managerial experience. (Copyright 2024 Salary.com)

Recently Added Trust Manager - Operations 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
  • 22 Days Ago
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Operations Manager
  • SERCO OF TEXAS - LAREDO
  • LAREDO, TX FULL_TIME
  • Operations Manager SUMMARY: Responsible for providing daily guidance and training to all staff at the SERCO-operated Workforce centers and for Directing the delivery of all client services and assurin...
  • 10 Days Ago
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Operations Manager
  • Buckle
  • LAREDO, TX FULL_TIME
  • Summary The Operations Manager is responsible for fulfilling our mission statement, “to create the most enjoyable shopping experience possible for our Guests.” Additionally, the Operations Manager ove...
  • 14 Days Ago
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Operations Manager
  • DLP Services
  • Laredo, TX FULL_TIME
  • DLP Services is one of the leading commercial cleaning companies in the United States. We are currently looking for an experienced Manager to join our team.POSITION TITLE: Operations Manager Location:...
  • 15 Days Ago
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Operations Manager
  • CVS Health Retail
  • Mission, TX FULL_TIME
  • The Operations Manager is a member of the Store Management team, and as such, fulfills the company purpose of helping people on their path to better health by driving store execution and performance w...
  • 1 Month Ago
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Operations Manager
  • Gold's Gym South Texas
  • Laredo, TX FULL_TIME
  • Operations Manager Management/Leadership Duties: Manage Operations team to ensure policies and procedures are followed at all times Hires, trains and supervises operations team members Responsible for...
  • 2 Months Ago
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0 Trust Manager - Operations jobs found in Mcallen, TX area

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Collections Analyst with Dutch Relocate
  • Johnson Controls International
  • Rome, Lazio
  • Are you interested in gaining international work experience? Then Johnson Controls could have the perfect opportunity fo...
  • 4/26/2024 12:00:00 AM
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Warranty Specialist 1
  • Johnson Controls International
  • Apodaca, Nuevo León
  • Johnson Controls is a global diversified technology and multi industrial leader serving a wide range of customers in mor...
  • 4/26/2024 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...
  • 4/25/2024 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...
  • 4/25/2024 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...
  • 4/25/2024 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...
  • 4/25/2024 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...
  • 4/25/2024 12:00:00 AM
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System Engineer JADOCS - Naples, Italy (Top Secret)
  • General Dynamics Information Technology
  • System Engineer JADOCS - Naples, Italy (Top Secret) GDIT has an opportunity for a System Engineer supporting Joint Autom...
  • 4/25/2024 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 Manager - Operations jobs
$91,460 to $133,021
Mcallen, Texas area prices
were up 1.2% from a year ago
View detail

What does a Trust Manager - Operations do?

Trust Manager - Operations in Port Arthur, TX
Five or more years related experience and/or training working in the trust operations environment.
December 24, 2019
See the Future Outlook and Educational Requirements for "TRUST OPERATIONS ASSISTANT".
December 25, 2019
Trust Manager - Operations in Bloomington, IN
Banks engaged in trust operations are subject to the rules, policies, and procedures applicable to recordkeeping and confirmation requirements.
December 08, 2019
Trust Manager - Operations in Lexington, KY
“Accountability and transparency are crucial to running a public utility that Angelenos can count on and trust,” Los Angeles Mayor Garcetti said.
January 19, 2020