Trust Team Manager jobs in Rochester, NY

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)

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Finance Manager
  • Canandaigua National Bank & Trust Co
  • Canandaigua, NY FULL_TIME
  • Finance Manager

    Canandaigua National Bank & Trust

     The Finance Manager will collaborate closely with all members of the Accounting, Finance, and Treasury team to perform a variety of duties to support these functions. This position will be responsible for leading initiatives, coordinating processes, and reviewing the work of financial analysts and will work closely with the Director of Finance and other senior leaders.

     Examples of responsibilities include but are not limited to leading the budgeting and forecasting process, analyzing and reporting upon operating results, involvement in the asset-liability management (ALM) process and the asset-liability committee (ALCO), financial modeling and providing overall financial support to the enterprise.   Working to ensure that data sources are valid and appropriately utilized across all reporting channels is a critical component.

    This role reports to the Director Finance and manages bank Financial Analysts.

     Key Responsibilities:

    • Compile, analyze, and communicate operating results, including providing actual versus budget comparisons to internal management. 
    • Leads the preparation of annual budgets for the Bank and all subsidiaries. 
    • Leads the preparation of the latest forecasts and rolling forecasts throughout the budget year. 
    • Develop and implement a comprehensive line of business (LOB) reporting and partnership program to provide better and actionable information to LOB’s and senior management.
    • Provide insight and recommendations through analysis and observation of any risks or opportunities to the business over the course of the year.
    • Participate in Asset and Liability Management (ALM) related modeling and reporting & other Asset and Liability Committee (ALCO) responsibilities. Potential for added responsibilities to include more direct involvement and supervision of these functions.
    • Participate in and support the development of long-term projections and strategic plans for the organization. 
    • Perform detailed ROI analysis on projects (organization wide) and help form recommendations on their viability from a capital budgeting perspective.
    • Participate in the development of models for a range of strategic opportunities including M&A, footprint expansion/optimization and asset purchases/divestitures.
    • Leads the development of new models, scenarios, and measurement tools to effectively track financial success associated with implemented strategies.

     Key Knowledge, Skills, & Abilities:

    • Strong reading, writing, grammar, and mathematics skills;
    • Experience in interpreting, analyzing, and reporting financial information;
    • Ability to work independently and within a team on special and ongoing projects, be adaptive to critical needs, and share expertise as needed;
    • Ability to synthesize information and communicate effectively to Senior Management and Executive Team;
    • Familiarity with current bank regulations and generally accepted accounting principles (GAAP);
    • Strong prioritization, delegation, and employee development skills; 
    • Strong computer skills (including advanced Excel skills) Experience with SQL and business intelligence software strongly preferred.

    Qualifications:

    • Bachelor’s degree in finance, accounting, economics, business administration or closely related field.
    • 5-7 years’ experience in related position required

    What makes working at CNB different? 

    At CNB, we are Investing in You.  Our strong corporate culture is based upon seven Core Values: Honesty and Integrity, Responsibility, Teamwork, Respect, Innovation, Professionalism, and Commitment. Our culture nurtures passionate employees and offers great rewards including:

    • Medical, Dental, Vision, FSA, HSA options for both part-time and full-time employees.  Medical coverage is also offered for domestic partners.
    • Paid Holidays, Vacation, and Sick time.
    • Retirement benefits that include a 401(k), Profit Sharing, and Employee Stock Ownership Plan (ESOP).
    • Training & Development Opportunities.
    • Tuition Assistance.
    • Volunteer Opportunities.
    • Award Winning Wellness program that promotes a solid work/life balance.
    • Banking perks and discount programs.

     Our goal is to ensure that our bank, employees, and our community thrive and grow, now and for the next 125 years. We're in it for the long haul. What truly sets us apart from other financial institutions is the quality and commitment of our employees. We've assembled a diverse team of people who share a primary focus: to provide exceptional service for our customers.

    As an organization, we are committed to hiring, training, developing, promoting, and celebrating employees from historically disadvantaged groups. At CNB, we welcome the unique contributions that you can bring in terms of ethnicity, race, sex, gender identity and expression, nation of origin, age, languages spoken, veteran’s status, religion, disability, sexual orientation, education, and culture.

    As the only local, full-service, community-owned financial institution in the Rochester area, Canandaigua National Bank & Trust is Investing in You.  If you want to be a part of something special, join us today!

    Compensation range- $90,000 - $110,000
    The actual salary offered within the range is dependent on a variety of factors including, but not limited to, relevant experience, qualifications, skills, level offered, and performance expectations.

    Canandaigua National Corporation and its subsidiaries encourage diversity in the workplace; we are an Equal Opportunity Employer. Minority/Female/Sexual Orientation/Gender Identity/Disability/Veteran.

  • 1 Month Ago

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Leads Manager
  • Bespoke Homes Team
  • Rochester, NY FULL_TIME
  • Who are we? As a top performing real estate team representing home buyers & sellers in the Greater Rochester & Finger Lakes area of New York, we are on a mission to deliver exceptional experiences tai...
  • 19 Days Ago

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Service Manager
  • Team Builder Recruiting
  • Geneva, NY FULL_TIME
  • Service Manager Geneva, NY Work for a privately owned company where you are a valued teammate Local service areas New trucks with updated equipment Small, faith-based company that values our employees...
  • 1 Month Ago

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Universal Banker - Flex Team
  • ESL which includes ESL Federal Credit Union, ESL Investment Services, LLC, & ESL Trust Services, LLC
  • Rochester, NY FULL_TIME
  • Hours: 40 hours Schedule: Monday - Friday to follow branch hours of Monday & Thursday 9:00 a.m. – 5:00 p.m., Tuesday & Wednesday 9:00 a.m. – 4:00 p.m., and Friday 9:00 a.m. – 6:00 p.m. Must be flexibl...
  • 26 Days Ago

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Civil Engineer - Project Engineer / Manager
  • Project Engineer / Manager - LaBella Associates
  • Rochester, NY FULL_TIME
  • We are in search of a capable candidate to play a key role in a broad spectrum of projects, encompassing everything from large utility infrastructure projects and athletic fields to land development w...
  • 16 Days Ago

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Garage Clothing-Store Manager-Eastview Mall-Victor, NY
  • Garage clothing-Store Manager-Eastview...
  • Victor, NY FULL_TIME
  • Seize the opportunity to join a global fashion retailer with two brands at the heart of its success, Garage and Dynamite, selected as one of Montreal's Top Employers 2020 and as one of Canada’s Top em...
  • 10 Days Ago

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0 Trust Team Manager jobs found in Rochester, NY area

Rochester is at 43°9′56″N 77°36′41″W / 43.16556°N 77.61139°W / 43.16556; -77.61139 (43.165496, −77.611504). The city is about 73 miles (120 km) east-northeast of Buffalo and about 87 miles (140 km) west of Syracuse and Albany, the state capital is 226 miles (360 km) to the east ; it sits on Lake Ontario's southern shore. The Genesee River bisects the city. Toronto, Canada is northwest 168 miles (270 km) and New York City is about 350 miles (560 km) to the southeast. According to the United States Census Bureau, the city has a total area of 37.1 square miles (96 km2), of which 35.8 square m...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$122,277 to $173,004
Rochester, New York area prices
were up 1.5% from a year ago

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