Trust Team Manager jobs in Providence, RI
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
Portfolio Manager Team Leader
- Washington Trust
-
Providence, RI
FULL_TIME
- Washington Trust is seeking a seasoned portfolio manager to serve as the Portfolio Manager Team Leader for our C&I Commercial Banking Group and Private Banking Group. This position will be a key contributor to the implementation of the overall growth plan of the division. The Portfolio Manager Team Leader will be responsible to personally manage an assigned credit portfolio of C&I clients, which traditional C&I, owner-occupied CRE and some Not-For-Profit credits. The individual will have additional management responsibilities of our Securities Based Lending portfolio and overseeing other portfolio managers in the group managing team development and professional growth to ensure a consistent and thorough underwriting of commercial credit across the division. Primary Responsibilities: Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit reporting deliverables. Make recommendations to the commercial lending team leader and other credit approvers regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all reporting, covenants, identifying issues, and following through for remediation, and adhering to compliance and regulatory reviews. Participate or lead the credit portion of client calls for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Support the end-to-end credit management process including underwriting, structuring, and documenting of loan transactions. Maintain timely renewals of loan maturities for the assigned portfolio and ensure timely completion of annual file updates. Work with the team to develop a relationship plan and client strategy for key customers and loan prospects. Participate or lead in special projects to aid with the continuous improvement of portfolio management. Participate and lead a long-range framework for C&I and Private Banking Portfolio Management. This will include providing overall direction, recruitment and training of existing and future credit analysts and portfolio managers to enhance the organizations overall credit culture and development of talent in the C&I and Private Banking/Clients area. Report to SVP Commercial Lending (C&I/PCA) and support the EVP, Chief Commercial Lender on a project/as need basis. The Portfolio Manager Team Leader will provide direction to Portfolio Managers and their workflow in conjunction with C&I lenders within the C&I and Private Banking area to support the overall objectives of the group. Requirements/Qualifications: Bachelor’s degree in finance, Accounting, Business Administration. Formal credit training or comparable analytical background in commercial lending or other analytical experience. At least ten years of experience in commercial underwriting across multiple lines of business, including but not limited to Commercial & Industrial, real estate and not-for-profit. Construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles) is also desired. Advanced written, mathematical, and analytical skills that demonstrates an ability to analyze balance sheet structure, stress test income and identify cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements. Excellent written, oral, and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications, and problem resolution. A strong knowledge of loan documentation requirements. Strong organization skills with the ability to self-manage time and workflow to meet deadlines. Ability to manage multiple tasks at one time. Ability to work independently as well as within a team environment. PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Proven track record to self – manage and lead a team of credit analysts/portfolio managers. Ability and recognition in the marketplace to attract, hire, train, mentor and retain Portfolio Managers and Credit Analysts as needed to support the organizations overall commercial credit portfolio needs.
- 22 Days Ago
Portfolio Manager Team Leader
- The Washington Trust Company
-
Providence, RI
FULL_TIME
- Portfolio Manager Team Leader Washington Trust Advisors Weybosset Street, 10 Weybosset Street, Providence, Rhode Island, United States of America Req #1163 Tuesday, March 19, 2024 Washington Trust is ...
- 26 Days Ago
Event Manager
- Fort Adams Trust
-
Newport, RI
FULL_TIME
- About us Fort Adams Trust is a small business in Newport, RI. We are professional, agile, fast-paced and our goal is to Preserve, Promote and Restore Historic Fort Adams. Our work environment includes...
- 17 Days Ago
Trust Administrator
- Veterans Sourcing Group
-
Johnston, RI
CONTRACTOR,TEMPORARY
- REQUIREMENT DETAILSJob Title: Trust Operations /Trust AdministratorLocation: Johnston, RI- ONSITEPay Rate: $31/hr on W2 Duration: 6-month contract with extension / conversion to PermHours per Week: 40...
- 25 Days Ago
Wealth Advisor
- Washington Trust
-
Providence, RI
FULL_TIME
- Washington Trust Wealth Management has an opportunity for a Wealth Advisor to join its team of dedicated wealth management professionals. The Wealth Advisor is a major contributor to the organization’...
- 13 Days Ago
Seasonal Teller - Retail Banking
- Washington Trust
-
Warwick, RI
FULL_TIME
- Washington Trust is a special place because of our people. We believe employees who are valued, recognized, rewarded and empowered will achieve personal and professional goals. We hire the best people...
- 22 Days Ago
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0 Trust Team Manager jobs found in Providence, RI area
Fiduciary Services Business Support Manager
- Citizens
-
Providence, RI
- Description The incumbent will focus on applying fiduciary service knowledge, as well as operational and risk management...
- 4/19/2024 12:00:00 AM
Field Supervisor
- MoveUp Consulting
-
Providence, RI
- Job Description Job Description We are a Recruiting Agency in the Moving Industry that's trusted by some of the TOP movi...
- 4/18/2024 12:00:00 AM
Quality Assurance Manager
- Lancaster Colony Corporation
-
Wareham, MA
- About Us T. Marzetti Company, a wholly owned subsidiary of Lancaster Colony Corporation (NASDAQ: LANC), is a manufacture...
- 4/18/2024 12:00:00 AM
Regional Client General Manager, Americas
- American Express Global Business Travel
-
Providence, RI
- Amex GBT is a place where colleagues find inspiration in travel as a force for good and through their work can make an i...
- 4/18/2024 12:00:00 AM
Chief Clinical Information Officer (CCIO)
- Care New England
-
Providence, RI
- Leadership Opportunity: Directly support technology and business initiatives for one of RI's largest employers Partner w...
- 4/16/2024 12:00:00 AM
Site General Manager
- Tech Etch, Inc.
-
Fall River, MA
- ** Tech-Etch, Inc.** ** Site General Manager** Fall River, MA 02720 **Site General Manager** Our company has grown and w...
- 4/16/2024 12:00:00 AM
Assistant Manager - Merchandising
- LACOSTE
-
Wrentham, MA
- At Lacoste, we think Life is a Beautiful Sport and hope you do too. If you want to be a part of a culture that values pe...
- 4/16/2024 12:00:00 AM
Chief Clinical Information Officer (CCIO)
- Care New England
-
Providence, RI
- Leadership Opportunity: Directly support technology and business initiatives for one of RI's largest employers Partner w...
- 4/15/2024 12:00:00 AM
About Providence, Rhode Island
The Providence city limits enclose a small geographical region with a total area of 20.5 square miles (53 km2); 18.5 square miles (48 km2) of it is land and the remaining 2.1 square miles (5.4 km2) is water (roughly 10%). Providence is located at the head of Narragansett Bay, with the Providence River running into the bay through the center of the city, formed by the confluence of the Moshassuck and Woonasquatucket Rivers. The Waterplace Park amphitheater and riverwalks line the river's banks through downtown.
Providence is one of many cities claimed to be founded on seven hills like Rome. The...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$130,354 to $184,432
Providence, Rhode Island area prices
were up 1.6% from a year ago
were up 1.6% from a year ago
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