Trust Manager - Operations jobs in Temple, TX

POSITION PURPOSE

Responsible for the overall management of trust services for the bank.

 ESSENTIAL FUNCTIONS AND BASIC DUTIES

• Chair the Trust Committee and the Trust Administrative and Investments Committee.

• Maintain a current knowledge of trust and investment principles and regulations.

• Supervise all senior level trust positions, to include the Senior Operations Officer, Senior Investments Officer, Senior Real Estate Manager, Senior Compliance Officer and the Senior Trust

Branch Officers.

• Prepare and monitor the trust budget in coordination with the Senior Operations Officer, to include goal setting, vendor management and revenue/expense management.

• Keep executive management informed of trust activities, opportunities and risk issues, to include potential litigation issues.

• Review and revise as required the strategic plan for the trust services function.

• Assume responsibility for duties as required or assigned by executive management.

 Performance Measurements

• Meet or exceed annual budget goals

• Maintain superior regulatory rating

QUALIFICATIONS:        

 EDUCATION/CERTIFICATION:   Bachelor’s Degree (BBA) in accounting or finance. Law degree preferred.

 EXPERIENCE REQUIRED:  Minimum of 10 years trust experience. Prefer CTFA designation or equivalent. 

 SKILLS/ABILITIES: Knowledge of Windows, and other office programs to include Microsoft Excel and Word. 

                                  Superior written and verbal communication skills. 

                                  Strong logic, reasoning and analytical skills.