Trust Team Manager jobs in South Bend, IN

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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Trust Department Assistant
  • Teachers Credit Union
  • South Bend, IN FULL_TIME
  • Trust Department Assistant


    We are searching for an experienced Trust Department Assistant.
    South Bend, IN 46601

    Essential Function
    Provide administrative support for Trust Services. Responsibilities include; front desk reception, maintaining trust files, assisting in estate administration, working with transfer of assets and funding of trust accounts, typing routine letters and memos, scheduling appointments, marketing of trust services, coordinating trust seminars and member appreciation events and completing special projects as assigned.

    Primary Responsibilities & Duties
    • Responsible for incoming telephone calls, welcoming visitors and clients, receiving incoming correspondence and routing same to the appropriate staff.
    • Responsible for providing administrative support for the Trust Officer. Scheduling appointments, typing correspondence and completing other paperwork as assigned.
    • Responsible for assisting with the opening and closing of trust and estate accounts.
    • Assist the Trust Officer with all tasks involved in the administration of all trust services accounts.
    • Assumes additional responsibilities as necessary for the continued growth and advancement of the Credit Union.
    Specific Skills
    • Excellent verbal, interpersonal and written skill
    • Ability to deal with high network clients
    • Ability to maintain strict confidentiality
    • Good organization skills and attention to detail
    • Extensive computer aptitude, Microsoft word, excel and outlook
    • Understanding of IRAs
    Accountability
      • Accountable for the timeliness and accuracy of all functions performed and the rendering of quality, competent and professional assistance to potential clients, members, professionals, team members and other contacts, both in person and on the telephone.
      • Accountable for Performance Management Goals as agreed upon with Supervisor.
      • Accountable for understanding and applying government laws and regulations and TCU policies and procedures relating to the Anti-Money Laundering Regulations including but not limited to the Bank Secrecy Act (BSA), US PATRIOT ACT and OFAC.


    Minimum Requirements
    • High School diploma (GED) or equivalent skills or abilities
    • Have or desire to earn college degree, preferred
    • Paralegal training preferred, but not mandatory
    • Understanding of trust services, preferred, but not mandatory.

    Non-Exempt

    Hourly Wage


    Our company provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics.

  • 1 Month Ago

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Team Manager
  • Dunhams Sports
  • Mishawaka, IN FULL_TIME
  • Overview LOVE TO TALK SPORTS? Dunham’s Sports, one of the largest full-line sporting goods chains in the U.S., was founded in 1937 as Dunham’s Bait & Tackle. Today we have over 240 stores in over 20 M...
  • 1 Month Ago

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TEAM MANAGER I - WAREHOUSE
  • mccormickt1.valhalla.stage
  • SOUTH BEND, IN FULL_TIME
  • McCormick & Company, Incorporated, a global leader in flavor, is seeking a Day Shift - Warehouse Team Manager 1 reporting to the Materials Manager. This individual will work at the South Bend, Indiana...
  • 20 Days Ago

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Engineering Team Manager
  • Aunalytics
  • South Bend, IN FULL_TIME
  • Position Overview As a Development Team Manager, you will lead and manage our team of talented software engineers. You will foster a positive, innovative, performance-driven culture. You will work in ...
  • 1 Month Ago

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Engineering Team Manager
  • Graham Allen Partners Career Center
  • South Bend, IN FULL_TIME
  • Position Overview As a Development Team Manager, you will lead and manage our team of talented software engineers. You will foster a positive, innovative, performance-driven culture. You will work in ...
  • 1 Month Ago

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General Cleaner
  • Team MJV
  • South Bend, IN FULL_TIME,PART_TIME
  • Overview Established in 1992, Team MJV is a Building Service Contractor with locations throughout Indiana and Michigan. If you are someone who is detailed oriented, punctual, have your own transportat...
  • 1 Month Ago

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0 Trust Team Manager jobs found in South Bend, IN area

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Entrepreneurial Agency Owner
  • AAA-The Auto Club Group
  • Michigan City, IN
  • AAA - The Auto Club Group, is seeking ambitious, business-minded, and visionary Entrepreneurial Agency Owners to join ou...
  • 4/26/2024 12:00:00 AM

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AmeriCorps Member - Urban Forestry Nursery Coordination Assistant
  • enFocus
  • South Bend, IN
  • Summary The Michiana Area Council of Governments is seeking to fill multiple AmeriCorps member service positions, includ...
  • 4/26/2024 12:00:00 AM

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Senior Distinguished Engineer
  • Capital One
  • South Bend, IN
  • Center 1 (19052), United States of America, McLean, Virginia Senior Distinguished Engineer Capital One is looking for a ...
  • 4/25/2024 12:00:00 AM

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Distinguished Engineer - Card Modernization
  • Capital One
  • South Bend, IN
  • Center 1 (19052), United States of America, McLean, Virginia Distinguished Engineer - Card Modernization As a Distinguis...
  • 4/25/2024 12:00:00 AM

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Branch Manager
  • Keycorp
  • Bristol, IN
  • Location:121 E Vistula - Bristol, Indiana 46507 Job SummaryBe a problem solver, trusted advisor, and partner to the peop...
  • 4/24/2024 12:00:00 AM

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Senior Manager, Technical Program Management (Card Data Tech)
  • Capital One
  • South Bend, IN
  • West Creek 1 (12071), United States of America, Richmond, Virginia Senior Manager, Technical Program Management (Card Da...
  • 4/22/2024 12:00:00 AM

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Director, Technical Program Management - Card Data Tech
  • Capital One
  • South Bend, IN
  • Center 1 (19052), United States of America, McLean, Virginia Director, Technical Program Management - Card Data Tech Abo...
  • 4/22/2024 12:00:00 AM

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Team Lead
  • Tekmodo Llc
  • Three Rivers, MI
  • Job Description Job Description Job Title: Team LeaderReports to: Plant ManagerFLSA: Non-exemptSalary: $20/hourSchedule:...
  • 4/22/2024 12:00:00 AM

South Bend is a city in and the county seat of St. Joseph County, Indiana, United States, on the St. Joseph River near its southernmost bend, from which it derives its name. As of the 2010 census, the city had a total of 101,168 residents; its Metropolitan Statistical Area had a population of 318,586 and Combined Statistical Area of 721,296. It is the fourth-largest city in Indiana, serving as the economic and cultural hub of Northern Indiana. The highly ranked University of Notre Dame is located just to the north in unincorporated Notre Dame, Indiana and is an integral contributor to the reg...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$116,685 to $165,092
South Bend, Indiana area prices
were up 1.3% from a year ago

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