Trust Team Manager jobs in Cleveland, OH

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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Investments Operations Team Lead
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and is eligible for a hybrid remote schedule.

    JOB OVERVIEW
    The Team Lead II, Investments directs the day-to-day functions within the call center and the workflow system. Serves as a subject matter expert and provides guidance to all team members.

    RESPONSIBILITIES & DUTIES:
    • Team lead is the first point of contact and escalation for various investment teams including; Precious Metals, Digital Currency and Public Investments
    • Provides team direction and makes decisions regarding day-to-day inquiries, call volume levels or processes 
    • Creates and disseminates weekly phone call schedules to increase and maintain call volumes to ensure superior client experience
    • Monitors team workflows, processing and executing work item in response to SLA time frames and team absences
    • Responding and contacting escalated clients with an expected outcome to resolve and de-escalated client grievances 
    • Assists, answers and supports all Investment Team members with questions regarding processing of investments
    • Communicates and collaborates with Relationship Managers and other departments to facilitate timely processing and promote process improvement
    • Coordinates and monitors signing of documents and communicating status
    • Monitors production statistics, quality audits, and NPS performance and escalates to management if numbers are not in accordance with company policies
    • Assist and train new members of the investment teams
    • Gather data and produce reports on an ad hoc basis
    • Perform other duties as assigned 

    QUALIFICATIONS: 
    • High School Diploma or GED required
    • Bachelor’s Degree Preferred
    • 1 years of experience in the retirement industry preferred
    • 1 years of experience in the financial industry preferred
    • Minimum 5 years of experience in a fast-paced, customer-driven environment

    PROFESSIONAL CERTIFICATIONS
    • None required
    TECHNICAL SKILLS

    To be successful in this role, you should have experience with and an understanding of the following: 
    • Intermediate level proficiency in Microsoft Office

    CULTURAL COMPETENCIES
    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: 
    • Communicates Effectively
    • Customer Focus
    • Plans & Aligns
    • Balances Stakeholders 

    PHYSICAL DEMANDS/WORK ENVIRONMENT
    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
    The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this description amended at any time.
    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
  • 10 Days Ago
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E
Team Lead - Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office but eligible for a hybrid remote schedule. JOB OVERVIEWThe Team Lead II, Investments directs the day-to-day functions within the call center and th...
  • 2 Months Ago
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Client Success Manager
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is based in our Westlake, OH location and is eligible for a hybrid schedule after probationary period.JOB OVERVIEW:The Institutional Client Success Manager (CSM) effectively manages and...
  • 10 Days Ago
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Manager, Retirement Plan Services
  • Farmers Trust Company
  • Fairview, OH FULL_TIME
  • SUMMARY: This role is responsible for the review and modification of Defined Contribution plans. Additional responsibilities include plan testing, preparation and filing of various IRS and DOL forms, ...
  • 1 Month Ago
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C
Area Manager
  • Clean Team
  • Cleveland, OH FULL_TIME
  • AREA MANAGER NEEDED! COMMERCIAL CLEANING If your results-oriented, possess great leadership skills, driven to have the very best team and searching for a great opportunity at a successful, stable comp...
  • 4 Days Ago
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Area Manager-Cleveland
  • Clean Team
  • Cleveland, OH FULL_TIME
  • At Clean Team we take great pride in our work and strive to meet and exceed our clients' expectations. To get there, it takes outstanding, driven and organized leaders to manage our accounts and coord...
  • 5 Days Ago
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0 Trust Team Manager jobs found in Cleveland, OH area

A
Executive Director
  • ASM International
  • Cleveland, OH
  • Executive Director for ASM International For over a century, ASM International has been the premier materials society th...
  • 4/26/2024 12:00:00 AM
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Entry Level - Wealth Management Associate - OH, Cleveland (6003)
  • AXA Equitable Holdings,Inc,
  • Cleveland, OH
  • Equitable Advisors is a respected wealth management firm with a proven track record in the industry. We are driven by ou...
  • 4/26/2024 12:00:00 AM
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Wealth Management Associate - OH, Cleveland (2538)
  • AXA Equitable Holdings,Inc,
  • Cleveland, OH
  • Equitable Advisors, The Opportunity for Women The Financial Professional (FP) career is a relationship-driven role that ...
  • 4/26/2024 12:00:00 AM
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Wealth Management Associate
  • Equitable Advisors
  • Cleveland, OH
  • Equitable Advisors, The Opportunity for Women The Wealth Management Associate career is a relationship-driven role that ...
  • 4/26/2024 12:00:00 AM
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Director, Client Engagement-Remote
  • Bright Horizons
  • Cleveland, OH
  • The Director of Client Engagement Marketing allows you to leverage your expertise in marketing strategy and client growt...
  • 4/26/2024 12:00:00 AM
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A
Senior Technical Lead - CCR Practice (Remote)
  • AECOM
  • Cleveland, OH
  • **Company Description** **Work with Us. Change the World.** At AECOM, we're delivering a better world. Whether improving...
  • 4/26/2024 12:00:00 AM
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Assistant Project Manager - Development
  • NRP Group
  • Cleveland, OH
  • Come join NRP's A+ team! We've been recognized as a "Top Workplace" because we promote a culture where our team can buil...
  • 4/25/2024 12:00:00 AM
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Clinical Operational Excellence Director
  • Medical Mutual
  • Cleveland, OH
  • Founded in 1934, Medical Mutual is the oldest and one of the largest health insurance companies based in Ohio. We provid...
  • 4/22/2024 12:00:00 AM
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About Cleveland, Ohio

Cleveland (/ˈkliːvlənd/ KLEEV-lənd) is a major city in the U.S. state of Ohio, and the county seat of Cuyahoga County. The city proper has a population of 385,525, making it the 51st-largest city in the United States, and the second-largest city in Ohio. Greater Cleveland is ranked as the 32nd-largest metropolitan area in the U.S., with 2,055,612 people in 2016. The city anchors the Cleveland–Akron–Canton Combined Statistical Area, which had a population of 3,515,646 in 2010 and is ranked 15th in the United States. The city is located on the southern shore of Lake Erie, approximately 60 miles ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$122,028 to $172,652
Cleveland, Ohio area prices
were up 1.6% from a year ago
View detail

What does a Trust Team Manager do?

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Although we recognize and understand the challenges when it comes to establishing and maintaining open, shared and honest communication in remote teams, there are numerous advantages for those working in those teams.
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Google encourages managers to build trust with their teams in the following ways.
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