Director of Delaware Trust

6 days ago

Wilmington, Delaware, United States Mechanics Bank Full time
Director of Delaware Trust

Mechanics Bank is seeking a seasoned professional to fill the role of Director of Delaware Trust. This position requires a deep understanding of trust regulations and a proven track record of closing complex trust sales for high net worth clients.

Key Responsibilities:
  • Oversee and manage sales activities for trust business
  • Cultivate new business opportunities to sustain and increase profitability of the Bank's Trust and Investment portfolio
  • Lead and participate in sales activities and help control quality of business accepted
  • Work closely with wealth advisors, relationship managers, portfolio managers and other wealth management professionals in the cultivation of trust business opportunities
  • Maintain extensive contact with clients and prospects and their respective advisors
  • Build and deepen relationships with centers of influence (i.e. accounting firms and law firms) to solidify referral sources
  • Develop and maintain effective links with all units of Bank and affiliated companies to ensure meaningful cross-selling and/or support of trust activities
  • Serves as the liaison between trust compliance and trust staff
  • Mentor junior trust officers and associates on significant account administrative matters and business development activities
Requirements:
  • 10 years of trust administrative experience
  • 4-year college degree with preference for a JD degree
  • CTFA-Certified Trust and Fiduciary Advisor is preferred
  • Thorough knowledge of trust requirements including account transfer policies, practices, and procedures
  • Strong knowledge of estate and tax planning techniques and their appropriate application
  • Extensive understanding of trust accounting systems
  • Knowledge of securities, real estate, LLCs, limited partnerships, and other entities
  • Must be thoroughly familiar with and adhere to all applicable, federal, and state laws, regulations, and guidance, including those related to Anti-money laundering (i.e. Bank Secrecy Act, US PATRIOT Act, etc.)
  • Must have experience supervising trust personnel, including coaching development, counselling, team building and motivational/inspirational leadership experience
  • Proven track record of business development success
  • Exceptional communication skills
  • Must be knowledgeable of all Bank policies and procedures, completing required training
  • Excellent analytical skills; reviewing various data sources including reports and manuals
  • Must be able to communicate effectively via telephone and in person
  • Excellent attention to detail and accuracy
  • Excellent organizational ability

Mechanics Bank is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, religion, national origin, age, genetic information, veteran status, or on the basis of disability, gender identity, sexual orientation or other bases prohibited by applicable law.

  • Director of Delaware Trust

    5 hours ago

    Wilmington, Delaware, United States Mechanics Bank Full time

    Director of Delaware TrustMechanics Bank is seeking a highly skilled and experienced Director of Delaware Trust to join our team. As a key member of our trust administration department, you will be responsible for overseeing and managing sales activities, cultivating trust business, and maintaining a thorough knowledge of trust and tax laws.Key...

  • Regional Trust Director

    3 days ago

    Wilmington, Delaware, United States Citizens Full time

    Job SummaryWe are seeking a highly experienced and skilled Regional Trust Director to join our team at Citizens. This senior position will be responsible for leading the establishment of a Delaware Trust Company and managing a regional team in the administration of personal fiduciary services.Key ResponsibilitiesLead the establishment of a Delaware Trust...

  • Delaware Trust Officer II, Private Banking

    5 hours ago

    Wilmington, Delaware, United States Bank of America Full time

    Delaware Trust Officer II, Private BankingAt Bank of America, we are committed to helping our clients achieve their financial goals through our Private Banking services. As a Delaware Trust Officer II, you will play a critical role in maintaining a trust book of fiduciary and investment management accounts, working closely with national Private Bank and ML...

  • Regional Trust Director

    18 hours ago

    Wilmington, Delaware, United States Citizens Full time

    Job SummaryThis senior leadership role is responsible for overseeing the establishment and management of a Delaware Trust Company, supporting Citizens Private Wealth (CPW) Division. The Regional Trust Director will lead a regional team in delivering personal fiduciary services, ensuring compliance with legal, regulatory, and governing documentation...

  • Chief Medical Director

    6 days ago

    Wilmington, Delaware, United States State of Delaware Full time

    About the RoleThe Delaware Department of Health and Social Services is seeking a highly skilled and experienced Chief Psychiatrist to lead the Delaware Psychiatric Center. As a key member of the Division of Substance Abuse and Mental Health, you will oversee psychiatric, medical, laboratory, and pharmacy services at the 120-bed state-run hospital serving...

  • Chief Medical Director

    2 weeks ago

    Wilmington, Delaware, United States State of Delaware Full time

    About the RoleThe Delaware Department of Health and Social Services is seeking a highly skilled and experienced Chief Psychiatrist to lead the Delaware Psychiatric Center (DPC). As a key member of the Division of Substance Abuse and Mental Health, this full-time position will oversee psychiatric, medical, laboratory, and pharmacy services at the 120-bed...

  • Nursing Assistant

    2 weeks ago

    Wilmington, Delaware, United States State of Delaware Full time

    Job SummaryWe are seeking a skilled Certified Nursing Assistant to join our team at the Delaware Department of Health and Social Services. As a key member of our healthcare team, you will provide high-quality care and support to our clients, ensuring their physical and emotional well-being.Key ResponsibilitiesProvide direct care to clients, including...

  • Delaware Family Medicine Medical Director Position

    2 days ago

    Wilmington, Delaware, United States Medicorp Inc Full time

    Family Medicine Medical Director Opportunity in DelawareWe are seeking a dynamic leader to join our team as a Family Medicine Medical Director in Delaware. As a key member of our organization, you will play a crucial role in developing and leading our Family Medicine Residency program.About the RoleThe Family Medicine Medical Director will be responsible for...

  • Delaware Family Medicine Medical Director Position

    1 week ago

    Wilmington, Delaware, United States Medicorp Inc Full time

    Family Medicine Medical Director OpportunityWe are seeking a dynamic leader to join our team as a Family Medicine Medical Director in Delaware. As a key member of our healthcare system, you will play a crucial role in developing and leading our Family Medicine Residency program.About the RoleThe successful candidate will have responsibilities related to...

  • Culinary Director

    3 weeks ago

    Wilmington, Delaware, United States Delaware Park Full time

    **Job Title:** Executive Chef - Delaware Park**Job Information****Category:** Food and Beverage Services**Type of Assignment:** Full-time**Position Type:** Executive Chef**Location:** Delaware Park**Job Description****Responsibilities:**• Develop and implement innovative culinary concepts and menus that meet the high standards of Delaware Park's culinary...

  • Marketing and Special Events Director

    3 weeks ago

    Wilmington, Delaware, United States Goodwill of Delaware and Delaware County Full time

    About the RoleWe are seeking a highly skilled Marketing and Special Events Manager to join our team at Goodwill of Delaware and Delaware County. As a key member of our organization, you will be responsible for developing and implementing marketing strategies to support our mission and drive fundraising initiatives.Key ResponsibilitiesDevelop and execute...

  • Deputy Attorney General I-V

    6 days ago

    Wilmington, Delaware, United States State of Delaware Full time

    Job SummaryThe Delaware Department of Justice, Civil Division, is seeking a highly skilled and experienced Deputy Attorney General to provide general counsel to the Delaware Department of Labor. This is a unique opportunity to work with a talented team of lawyers and staff in the Criminal, Civil, Family, Fraud and Consumer Protection, and Civil Rights and...

  • Lead Psychiatrist

    4 weeks ago

    Wilmington, Delaware, United States State of Delaware Full time

    Introduction Join the State of Delaware's Commitment to Mental Health The State of Delaware is dedicated to enhancing the quality of life for its residents by promoting health and well-being, fostering self-sufficiency, and safeguarding vulnerable populations. We emphasize personal and family independence by providing support across various life...

  • Administrative Coordinator for Professional and Continuing Studies

    1 week ago

    Wilmington, Delaware, United States University of Delaware Full time

    Job SummaryWe are seeking an experienced Administrative Assistant III to join our team at the University of Delaware's Professional and Continuing Studies division. This role will provide administrative support for the Osher Lifelong Learning Institute at the Wilmington campus, ensuring the smooth operation of the facility and providing exceptional service...

  • Chief Psychiatrist

    2 weeks ago

    Wilmington, Delaware, United States DelDOT Full time

    About the RoleThe Delaware Department of Health and Social Services is seeking a highly skilled and experienced Chief Psychiatrist to lead the Delaware Psychiatric Center. As a key member of the Department's leadership team, you will be responsible for overseeing psychiatric, medical, laboratory, and pharmacy services at the 120-bed state-run hospital.Key...

  • Facilities Operations Specialist

    4 weeks ago

    Wilmington, Delaware, United States University of Delaware Full time

    Pay Grade: 30EPosition Overview:Delaware Innovation Space (DISI) is a prominent non-profit organization dedicated to fostering entrepreneurial growth for scientific startups, supported by the University of Delaware, the State of Delaware, and DuPont. DISI is in search of a Facilities Operations Specialist who is dedicated to delivering exceptional service...

  • Trust Officer

    1 day ago

    Wilmington, Delaware, United States Charles Schwab Full time

    Position OverviewWe are seeking a highly skilled Trust Officer to join our team at Charles Schwab. As a Trust Officer, you will be responsible for managing a portfolio of trust accounts, ensuring compliance with legal and regulatory requirements, and providing exceptional service to clients.Key ResponsibilitiesManage a portfolio of trust accounts, ensuring...

  • Theatrical Educator for Youth Programs

    4 weeks ago

    Wilmington, Delaware, United States Delaware Scene Full time

    Theatrical Educator for Youth ProgramsJob Type: Part TimeOrganizationDelaware SceneSalaryNegotiableCategoriesEducation, Performing Arts, TeachingDescriptionDelaware Scene, a prominent provider of theatre arts enrichment for children, is seeking part-time THEATRICAL EDUCATORS to commence in Fall 2024. Our programs are designed to deliver high-quality drama...

  • Deputy Attorney General I-V

    2 weeks ago

    Wilmington, Delaware, United States State of Delaware Full time

    {"title": "Deputy Attorney General I-V", "content": "Job SummaryThe Delaware Department of Justice, Civil Division, is seeking a highly skilled and experienced Deputy Attorney General to provide general counsel to the Delaware Department of Labor. This is a unique opportunity to work with a talented team of lawyers and staff in the Office of the Attorney...

  • Administrative Support Specialist

    6 days ago

    Wilmington, Delaware, United States University of Delaware Full time

    Administrative Assistant III OpportunityOsher Lifelong Learning at the University of Delaware's Wilmington campus is a membership organization that collaborates with the Division of Professional and Continuing Studies to provide cultural and intellectual development opportunities for individuals aged 50 and above.Key Responsibilities:Support the Division of...