Trust Team Manager jobs in New Orleans, LA
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
Manager, Trust Specialty Asset
- HB001 Hancock Whitney Bank
-
Mandeville, LA
FULL_TIME
- Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access to your application information. The email address used in establishing your account will be used to correspond with you throughout the application process. Please be sure and check the spam folder. You may review, modify, or update your information by visiting and logging into your account. JOB FUNCTION / SUMMARY: Manages and develops a complex portfolio of specialty assets and large client relationships for Trust and Asset Management accounts. Trust specialty assets include real estate, oil & gas, closely-held entities, notes and mortgages, and tangible personal property. ESSENTIAL DUTIES & RESPONSIBILITIES: Manages and develops new business for large and complex trust and asset management relationships. Provides specialty assets management and client services for a complex portfolio of specialty assets in accordance with the terms of governing documents, client investment needs, applicable federal, state, and local laws and regulations, and Bank/Trust Department policies and procedures. Provides clients with solutions to specialty assets or account problems; designs, structures, and manages individual assets or portfolios to meet specific client objectives and investment performance; provides in-depth portfolio analysis to ensure proper diversification. Acts as the specialty assets management representative for internal partners focusing on exceptional service delivery and new business development in a specific or regional geographic area. Supports Wealth Team’s business development activities and initiatives to attain sales goals. Keeps current with all developments, applicable laws and regulations within individual field and may provide advice to more junior asset managers, relationship managers, investment officers and/or business development officers as necessary. Represents Bank on boards or committees related to businesses or institutions for which the Trust Department provides a service. Analyzes, studies, and gains full understanding of governing and legal documents. Assures the specialty assets management and account activities are in compliance with Bank/Trust Department policies, procedures, and any applicable federal/state laws and regulations. Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, lessors, and other parties who have an interest in any aspect of a specialty asset or its account. Seeks guidance and may advise management and members of the Specialty Assets Management Governance Committee or Trust Administrative Committee on questions or concerns regarding the administration and management of specialty assets and accounts. Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assets and accounts under management. May mentor more junior asset managers and administrators on all aspects of managing, servicing, and developing specialty assets and trust relationships. Documents in accordance with Trust policy and keeps current records on all property held at the direction of the settlor or owner. Directs collection of earnings from sale of assets and placement of proceeds in trust account. In consultation with internal partners, produces proposals for new business pricing or terms. Reviews financing documents to assure that the Bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the Bank in the transaction and the negotiation of terms of the documents. Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. SUPERVISORY RESPONSIBILITIES: Carries out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring and training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems. MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Requires a Bachelor's degree, preferably in Business, Finance, or Accounting, and three (3) of professional real estate, oil & gas, or other specialty assets services experience and/or training. An equivalent combination of education and related experience may be considered. Trust administration/operations, banking, or financial services experience and an understanding of the banking industry preferred. Supervisory experience preferred. Industry licensing and/or certifications preferred but not required. Must be able to demonstrate experienced knowledge of specialty assets management and administration. Basic knowledge of Microsoft Office applications, including Excel, PowerPoint, and Office required. ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to work under stress and meet deadlines Ability to operate related equipment to perform the essential job functions Ability to read and interpret a document if required to perform the essential job functions Ability to travel if required to perform the essential job functions Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an “undue hardship” then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement. Equal Opportunity/Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws. When you choose a career with Hancock Whitney (Nasdaq: HWC), we pledge a heartfelt promise: You can grow. You have a voice. You are important. You also share in a rich regional heritage and embrace core values—timeless ideals vital to our culture since the 1800s—that inspire how we serve clients, communities, and each other: Honor & Integrity, Strength & Stability, Commitment to Service, Teamwork, and Personal Responsibility. A fast-growing organization consistently rated among America’s strongest, safest financial services institutions, our company is based in Gulfport, Mississippi. Our bank and subsidiaries provide contemporary, comprehensive consumer, commercial, and wealth financial products and services at regional headquarters and 200-plus financial centers across a vibrant Southeast corridor including Alabama, Florida, Louisiana, Mississippi, Tennessee, and Texas. Each day, our nearly 4,000 associates carry on a mission to help people achieve their financial goals and dreams. We come to work to create opportunities for the people we serve in the communities we call home. Together, we continue building a company solidly focused on being better, going beyond, and doing more to secure success for the people and businesses depending on us. Let our legacy lead to your future. Apply now. Learn more at hancockwhitney.com/ourstory
- 1 Month Ago
Loan Portfolio Manager
- GULF COAST BANK & TRUST
-
Metairie, LA
FULL_TIME
- DescriptionSummaryTo assist loan officers with the servicing and closing of commercial and consumer loans. ResponsibilitiesAssist loan officers as necessary with all aspects of loan closings.Engage ap...
- 20 Days Ago
Intern - Trust & Wealth Management
- GULF COAST BANK & TRUST
-
Metairie, LA
INTERN
- DescriptionSummaryThe Trust & Wealth Management intern will participate in wealth management operations and various department initiatives. The intern is responsible for contributing to a variety of i...
- 1 Month Ago
Manager, Trust Specialty Asset - Real Estate
- Hancock Whitney
-
Mandeville, LA
FULL_TIME
- Thank you for your interest in our company! To apply, click on the button above. You will be required to create an account (or sign in with an existing account). Your account will provide you access t...
- 1 Month Ago
Commercial Portfolio Manager
- M C Bank and Trust Co.
-
Metairie, LA
FULL_TIME
- Job Description: A Commercial Portfolio Manager is responsible for credit analysis, assisting and ensuring loan structures are appropriate, and balancing loan structures with credit policy and bank le...
- 1 Month Ago
Outside Sales & Account Manager
- B.E. Solution Team
-
Orleans, LA
FULL_TIME
- Job Summary We are seeking an Outside Sales & Account Manager to join our team. In this role, you will communicate with customers to identify their needs, process requests, escalate complaints, and pr...
- 13 Days Ago
Filters
- Current Active Filter
- New Orleans, LA
Clear All
- Filter Jobs By posted time
- Within 1 Day
- Within 2-7
- Within 1 Month
- Within 3 Months
0 Trust Team Manager jobs found in New Orleans, LA area
Enrollment Operations Project Manager
- Loyola University New Orleans
-
New Orleans, LA
- Salary: Depends on Qualifications Location : New Orleans, LA Job Type: Full-Time Staff Job Number: 202200230 Division: E...
- 4/24/2024 12:00:00 AM
Restaurant Business Consulting - Operations Associate (Sept 2024 Start)
- McDonald's
-
New Orleans, LA
- Locations Available for the Septemeber 2024 Cohort: Des Moines, IA Michigan Cleveland, OH Lexington, KY New Orleans, LA...
- 4/24/2024 12:00:00 AM
Restaurant Business Consulting - Operations Associate (Sept 2024 Start)
- Mcdonald's
-
New Orleans, LA
- Locations Available for the Septemeber 2024 Cohort:? Des Moines, IA Michigan Cleveland, OH Lexington, KY New Orleans, LA...
- 4/23/2024 12:00:00 AM
Oracle Services - Cloud SCM Costing - Manager - Tech Consulting - Open Location
- Ey
-
New Orleans, LA
- EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these q...
- 4/23/2024 12:00:00 AM
Project Scheduler (Remote Option)
- Crest Industries
-
New Orleans, LA
- Beta Engineering is currently looking for a Project Scheduler to join our team. The Project Scheduler (PS) is responsibl...
- 4/22/2024 12:00:00 AM
Store Manager 1549
- GNC
-
New Orleans, LA
- Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
- 4/21/2024 12:00:00 AM
Senior Project Manager (Hybrid)
- AECOM
-
New Orleans, LA
- Company Description Work with Us. Change the World. At AECOM, we're delivering a better world. Whether improving your co...
- 4/20/2024 12:00:00 AM
Hospice Executive Director - RN
- LHC Group
-
Gretna, LA
- Job Description We are hiring for an Executive Director - RN, with Hospice experience. At Heart of Hospice, a part of LH...
- 4/20/2024 12:00:00 AM
About New Orleans, Louisiana
New Orleans (/ɔːrˈliːnz, ˈɔːrl(i)ənz/, locally /ˈɔːrlənz/; French: La Nouvelle-Orléans [la nuvɛlɔʁleɑ̃] (listen)) is a consolidated city-parish located along the Mississippi River in the southeastern region of the U.S. state of Louisiana. With an estimated population of 393,292 in 2017, it is the most populous city in Louisiana. A major port, New Orleans is considered an economic and commercial hub for the broader Gulf Coast region of the United States.
New Orleans is world-renowned for its distinct music, Creole cuisine, unique dialect, and its annual celebrations and festivals, most notably ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$119,916 to $169,663
New Orleans, Louisiana area prices
were up 1.2% from a year ago
were up 1.2% from a year ago
What does a Trust Team Manager do?
Trust Team Manager in Battle Creek, MI
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.
February 22, 2020
Trust Team Manager in Eugene, OR
Teams must have conviction in their leaders — and vice versa.
February 11, 2020
Trust Team Manager in Fargo, ND
Google encourages managers to build trust with their teams in the following ways.
January 20, 2020