Trust Team Manager jobs in the United States

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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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.
  • 20 Days Ago

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Team Lead, Trust Administration
  • Fidelity Personal Trust Company, FSB
  • , NH FULL_TIME
  • Job Description: The Role Due to our growth, Fidelity Personal Trust Company seeks a Team Lead, Trust Administration for our Merrimack, NH or Greenville, DE location! As an integral member of the Trus...
  • 2 Months Ago

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Trust New Bus Onboarding Manager
  • National Advisors Trust
  • Kansas, MO FULL_TIME
  • Overview National Advisors Trust Company (NAT) is a federally chartered trust company with ~$10 billion in assets under administration. Founded in 2001, NAT provides corporate directed trustee and cus...
  • Just Posted

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Product Manager
  • Trust
  • Los Angeles, CA FULL_TIME
  • Why Join Us?Trust is the growth network for emerging brands, helping them grow smarter and faster, together. Brands that join the Trust network can band together to get benchmarked KPIs, trusted insig...
  • 1 Month Ago

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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 ...
  • 24 Days Ago

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Regional Trust Manager I - Now Hiring
  • Arden Trust Company
  • Milwaukee, WI FULL_TIME
  • Job DescriptionArden Trust Company has a tradition of providing personal trust services both directly to beneficiaries and in partnership with financial advisors and other trustees. We have 25 years’ ...
  • 2 Days Ago

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Director, Client Engagement-Remote
  • Bright Horizons
  • Columbus, OH
  • The Director of Client Engagement Marketing allows you to leverage your expertise in marketing strategy and client growt...
  • 4/18/2024 12:00:00 AM

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Association Manager
  • Capital Property Solutions
  • Columbus, OH
  • Job Description Job Description Your Position: Association Manager Why You Should Join the Team: CPS core values highlig...
  • 4/18/2024 12:00:00 AM

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Sr. Manager of Product, Program Health OH
  • Mckesson
  • Columbus, OH
  • As a Sr Manager of Product, Specialty Program Health with CoverMyMeds in our Product Organization, youll make significan...
  • 4/18/2024 12:00:00 AM

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Assistant Manager
  • Fairfield Residential Company
  • Columbus, OH
  • **** **Assistant Manager** **$1,000 Sign-On Bonus*** **Assistant Property Manager** **ABOUT THIS ASSOCIATE:** Fairfield ...
  • 4/17/2024 12:00:00 AM

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Senior Director of Finance and Operations
  • Paramount Consulting Group, LLC
  • Columbus, OH
  • Columbus REALTORS® just created a seat at the table for a Senior Director of Finance and Operations! Are you an influent...
  • 4/17/2024 12:00:00 AM

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Chief Impact and Strategy Officer
  • JewishColumbus
  • Columbus, OH
  • THE ROLE: The Chief Impact & Strategy Officer works closely with the CEO and other members of the executive leadership t...
  • 4/17/2024 12:00:00 AM

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Senior Director of Finance and Operations
  • Columbus REALTORS®
  • Columbus, OH
  • Columbus REALTORS® just created a seat at the table for a Senior Director of Finance and Operations! Are you an influent...
  • 4/17/2024 12:00:00 AM

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Central Ohio Technical Manager
  • Chagrin Valley Engineering, LTD.
  • Columbus, OH
  • Company Description CVE seeks an exceptional and dynamic individual to serve as the Central Ohio Technical Manager and s...
  • 4/16/2024 12:00:00 AM

Income Estimation for Trust Team Manager jobs
$124,265 to $175,817

Career Path for Trust Team Manager