Regional Trust Manager
3 months ago
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 include the Senior Operations Officer, Senior Investments Officer, Senior Real Estate Manager, Senior Compliance Officer and the Senior Trust
Branch Officers.
• Prepare and monitor the trust budget in coordination with the Senior Operations Officer, to include goal setting, vendor management and revenue/expense management.
• Keep executive management informed of trust activities, opportunities and risk issues, to include potential litigation issues.
• Review and revise as required the strategic plan for the trust services function.
• Assume responsibility for duties as required or assigned by executive management.
Performance Measurements
• Meet or exceed annual budget goals
• Maintain superior regulatory rating
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.
SKILLS/ABILITIES: Knowledge of Windows, and other office programs to include Microsoft Excel and Word.
Superior written and verbal communication skills.
Strong logic, reasoning and analytical skills.
Hours: Monday - Friday 8:00 AM - 5:00 PM.-
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