Regional Trust Manager

4 weeks ago


College Station, United States PROSPERITY BANK Full time
Job DescriptionJob Description

POSITION PURPOSE

Responsible for hiring, training and supervisory management of trust associates, meeting department financial goals and creating a positive working environment, for each location in an assigned region of the bank as well as being an active participant in the trust department leadership team as defined by the Wealth Management President.

ESSENTIAL FUNCTIONS AND BASIC DUTIES

1. Supervise all trust positions assigned to region.

2. Responsible for handling all Human Resources matters for direct reports.

3. Mentor all direct reports, especially recently hired associates.

4. Provide guidance to trust staff with regards to all discretionary matters and document interpretations.

5. Review and approve terminating accounts.

6. Review and approve annual account reviews for direct reports.

7. Administer a book of trust business.

8. Attend area meetings for all areas within your assigned region.

9. Address any lapses in compliance with corporate policies, trust policies or applicable laws.

10. Prepare and monitor trust budget for assigned region in coordination with the Senior Operations Officer and Wealth Management President, to include goal setting, vendor management and revenue/expense management.

11. Help develop sales strategies and set sales targets.

12. Monitor performance of assigned teams. Lean and motivate trust officers on new business efforts.

13. Keep management informed of trust activities, opportunities, and risk issues, to include potential litigation issues.

14. Assume responsibility for duties as required or assigned by executive management.

15. Maintain a current knowledge of trust and investment principles and regulations.

16. Participate in Trust Committee and the Trust Administrative and Investments Committee. May be asked to serve as a voting member.

The above statements describe the general nature and level of work only. They are not an exhaustive list of all required responsibilities, duties, and skills. Other duties may be added, or this job description amended at any time.

SUPERVISORY RESPONSIBILITIES:

• Lead and manage team through training, developing, and coaching associates on a consistent basis

• Encourage others to set challenging goals and high standards of performance

• Inspire associates to define new opportunities and continuously improve the organization

• Celebrate and reward significant achievements of associates

• Present logical and persuasive case for proposals and positions

• Assist team in addressing their individual strengths and development needs

QUALIFICATIONS

EDUCATION/CERTIFICATION: Bachelor’s Degree (BBA) in accounting or finance. Law degree preferred.

EXPERIENCE REQUIRED: Minimum of 10 years trust experience. Prefer CTFA designation or equivalent.

KNOWLEDGE REQUIRED: Knowledge of Windows, and other office programs to include Microsoft Excel and Word.

SKILLS/ABILITIES:

Superior written and verbal communication skills.

Strong logic, reasoning, and analytical skills.


Hours: Monday - Friday 8:00 AM - 5:00 PM.

  • College Station, United States Prosperity Bank Full time

    POSITION PURPOSE Responsible for the overall management of trust services for the bank.   ESSENTIAL FUNCTIONS AND BASIC DUTIES • Chair the Trust Committee and the Trust Administrative and Investments Committee. • Maintain a current knowledge of trust and investment principles and regulations. • Supervise all senior level trust positions, to...

  • Regional Head Mechanic

    24 hours ago


    College Station, United States Veo Full time

    Job DescriptionJob DescriptionCompany Overview:At Veo, we're bringing the next generation of mobility sharing to cities and universities globally through electric bikes and scooters . We design and engineer our own vehicles, hardware, and software systems to provide a greener, healthier mode of transportation to make the communities we serve more...

  • Senior Tax Manager

    2 weeks ago


    Convent Station, United States Hiressence Employment Solutions, LLC Full time

    Job Description Job Description Our client is actively seeking a full-time Senior Tax Manager with Trust and Estate experience to join their growing team! This exciting opportunity is open to candidates across the U.S., with the flexibility to work remotely if living outside the NJ/NYC area. RESPONSIBILITIES INCLUDE : Be a leader within the Private Client...


  • Fairfax Station, United States NVR Full time

    The Regional Construction Cost Manger (RCCM) is responsible for establishing cost for major phases of the construction process within a given region. In this role, you will impact homebuilding by developing and improving upon processes related to cost reduction, quality improvement, and increased efficiencies within production. Primary Responsibilities ...


  • College Station, United States Gulf Coast Regional Blood Center Full time

    City: **College Station** State/Territory: **US-TX** - ________________________ **GULF COAST REGIONAL BLOOD CENTER** **Location**:1015 Krenek Tap Rd, College Station, TX 77840** **Function Titles**:Phlebotomist; Driver **Join our team of heroes!** Are you looking for more than a job? We are hiring who are patient, reliable, and demonstrates commitment...


  • College Station, United States Catholic Health Initiatives Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. & from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...


  • College Station, United States Unavailable Full time

    Overview CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. & from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...


  • College Station, United States St Joseph Health Full time

    **Overview** CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. & from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before....


  • College Station, United States Kendra Scott Full time

    **About Kendra Scott** We are a fashion-lifestyle brand of big dreams, colorful confidence, and inspired design. Founded on Family, Fashion and Philanthropy, we believe that our employees and customers are the heart and soul of our brand, and that giving back is the truest form of success. Fashion meets innovation in the design of our two state-of-the-art...


  • College Station, United States Kendra Scott Full time

    Retail Store Manager - Century Square - College Station, TXAbout Kendra ScottWe are a fashion-lifestyle brand of big dreams, colorful confidence, and inspired design. Founded on Family, Fashion and Philanthropy, we believe that our employees and customers are the heart and soul of our brand, and that giving back is the truest form of success. Fashion meets...


  • College Station, United States Kendra Scott Full time

    Retail Store Manager - Century Square - College Station, TXAbout Kendra ScottWe are a fashion-lifestyle brand of big dreams, colorful confidence, and inspired design. Founded on Family, Fashion and Philanthropy, we believe that our employees and customers are the heart and soul of our brand, and that giving back is the truest form of success. Fashion meets...


  • College Station, United States Baseline Energy Services, LP Full time $27 - $39

    Overview and Purpose:Are you an experienced technical guru who can repair anything? Do you prefer working independently in a field environment where success depends on you? Do you thrive on making repairs correctly the first time while under pressure from customers who are counting on you to get it right? Do you value efficiency and getting the job done...

  • Studio Manager

    3 days ago


    College Station, United States Orangetheory Fitness Full time

    Job DescriptionJob DescriptionStudio Manager Job DescriptionAre you the next Studio Manager for Team Orangetheory? Do you have a passion for life and fitness? For changing lives? For turning your Passion into your dream career? What about a desire to be a part of one of the BIGGEST fitness brands in the industry? If you’re nodding and smiling and shouting...


  • College Station, Texas, United States Minitab Full time

    Position Description:The Partner Account Manager (PAM) position will identify, recruit, enable, and manage a partner eco-system within the Federal Government/Public Sector industry vertical. The focus will be recruiting and fostering key partnerships that are committed to driving both recurring and new business revenue growth for Minitab. The partner...


  • College Station, United States Heart Of Texas Goodwill Industries Full time

    **SUMMARY**:The job involves managing a retail store engaged in selling donated and new goods by performing the following duties personally or through subordinate supervisors. **ESSENTIAL DUTIES AND RESPONSIBILITIES**: include the following. Other duties may be assigned. - Assist Store Manager in operation of all aspects of retail store, both front and...

  • Fire Coordinator I

    5 days ago


    College Station, United States Texas A&M AgriLife Full time

    Job Title Fire Coordinator I Agency Texas A&M Forest Service Department Region 8 Proposed Minimum Salary $4,250.00 monthly Job Location College Station, Texas Job Type Staff **Job Description**: The Fire Coordinator establishes and maintains excellent interaction with the communities, fire departments, and other response systems and supports...


  • College Station, United States The Now Full time

    Job DescriptionJob DescriptionOur company is on the hunt for our next Marketing Event Assistant in the local region. Our employees are experts in marketing and event sales, and we want to make you an expert as well. We explore and create new campaigns and growth strategies for our clients that we can put in place through our outsourced sales teams, almost...

  • Teller I

    2 weeks ago


    College Station, United States First Financial Bankshares Full time

    Address We’re always looking for bright individuals to join our growing organization. As a part of the First Financial Family, we will invest in your development and provide a dynamic work environment where you’re challenged, valued and empowered every day. We strive to be the best destination for the industry’s top talent, creating a diverse,...


  • College Station, United States Shriners Childrens Hospital Full time

    Company Overview Shriners Children's is a family that respects, supports, and values each other. We are engaged in providing excellence in patient care, embracing multi-disciplinary education, and research with global impact. We foster a learning environment that values evidenced based practice, experience, innovation, and critical thinking. Our compassion,...


  • College Station, Texas, United States CommonSpirit Health Full time

    Overview: CommonSpirit Health was formed by the alignment of Catholic Health Initiatives (CHI) and Dignity Health. With more than 700 care sites across the U.S. & from clinics and hospitals to home-based care and virtual care services CommonSpirit is accessible to nearly one out of every four U.S. residents. Our world needs compassion like never before. Our...