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Trust Team Manager jobs in Ohio

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)

Recently Added Trust Team Manager jobs

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Investments Operations Team Lead
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is located in our Westlake, OH office and is eligible for a hybrid remote schedule.

    JOB OVERVIEW
    The Team Lead II, Investments directs the day-to-day functions within the call center and the workflow system. Serves as a subject matter expert and provides guidance to all team members.

    RESPONSIBILITIES & DUTIES:
    • Team lead is the first point of contact and escalation for various investment teams including; Precious Metals, Digital Currency and Public Investments
    • Provides team direction and makes decisions regarding day-to-day inquiries, call volume levels or processes 
    • Creates and disseminates weekly phone call schedules to increase and maintain call volumes to ensure superior client experience
    • Monitors team workflows, processing and executing work item in response to SLA time frames and team absences
    • Responding and contacting escalated clients with an expected outcome to resolve and de-escalated client grievances 
    • Assists, answers and supports all Investment Team members with questions regarding processing of investments
    • Communicates and collaborates with Relationship Managers and other departments to facilitate timely processing and promote process improvement
    • Coordinates and monitors signing of documents and communicating status
    • Monitors production statistics, quality audits, and NPS performance and escalates to management if numbers are not in accordance with company policies
    • Assist and train new members of the investment teams
    • Gather data and produce reports on an ad hoc basis
    • Perform other duties as assigned 

    QUALIFICATIONS: 
    • High School Diploma or GED required
    • Bachelor’s Degree Preferred
    • 1 years of experience in the retirement industry preferred
    • 1 years of experience in the financial industry preferred
    • Minimum 5 years of experience in a fast-paced, customer-driven environment

    PROFESSIONAL CERTIFICATIONS
    • None required
    TECHNICAL SKILLS

    To be successful in this role, you should have experience with and an understanding of the following: 
    • Intermediate level proficiency in Microsoft Office

    CULTURAL COMPETENCIES
    In addition to our core company competencies of Cultivates Innovation, Nimble Learning, Action Oriented, Collaborates, and Being Resilient, a successful candidate in this role should exhibit the following behavioral competencies: 
    • Communicates Effectively
    • Customer Focus
    • Plans & Aligns
    • Balances Stakeholders 

    PHYSICAL DEMANDS/WORK ENVIRONMENT
    This job operates in a professional office environment and routinely uses standard office equipment. While performing the duties of this job, the associate is regularly required to speak and hear. The associate is frequently required to sit for extended periods of time, as well as stand, walk, use hands and fingers, and reach with hands and arms. This job requires the ability to lift files, open filing cabinets, and bend or stand on a stool as necessary.

    DISCLAIMER/ASSOCIATE ACKNOWLEDGEMENT
    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 description amended at any time.
    Equity Trust Company is an equal opportunity at will employer and does not discriminate against any employee or applicant for employment because of age, race, religion, color, disability, sex, sexual orientation or national origin.
  • 1 Day Ago
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Sr. Manager of Investment Operations
  • Equity Trust
  • Westlake, OH FULL_TIME
  • This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period. JOB SUMMARY:The Senior Manager of Investments leads, develops, and manages a team...
  • 1 Month Ago
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E
Sr. Product Manager
  • Equity Trust
  • Westlake, OH FULL_TIME
  • *This position is based out of our Westlake, OH office and is eligible for a hybrid schedule after probationary period.JOB OVERVIEW:The Senior Product Manager assumes a pivotal role in overseeing ever...
  • 1 Month Ago
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Project Manager I
  • Equity Trust Company
  • Westlake, OH FULL_TIME
  • This position is based out of our Westlake, OH location and is eligible for a hybrid schedule after probationary period.JOB OVERVIEWThe Project Manager manages multiple approved projects concurrently ...
  • 3 Days Ago
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Community Manager - Avalon Oaks
  • Independence Realty Trust Inc
  • Columbus, OH FULL_TIME
  • With a multitude of Multi-Family Property Management companies to choose from, what are you most interested in? Is it the people, the culture, the stability, the growth potential, the leadership, the ...
  • 3 Days Ago
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Team administrator
  • Kettering General Hospital NHS Foundation Trust
  • Kettering, OH FULL_TIME
  • Job summary To provide an efficient and effective administration support function to the Discharge Team Personal Assistant (PA) and Head of the Discharge Team, supporting in core functions associated ...
  • 8 Days Ago
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Trust Team Manager jobs at Popular Companies

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Personal Trust Manager II
  • Hiring Now!
  • Chicago, IL
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/11/2024 12:00:00 AM
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Personal Trust Manager I
  • Hiring Now!
  • Madison, WI
  • At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
  • 6/11/2024 12:00:00 AM
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Real Estate Funds & Real Estate Investment Trust Manager 1
  • RSM Delivery Center Private Limited (India)
  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
  • 6/11/2024 12:00:00 AM
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Regional Trust Manager - Delaware
  • Citizens
  • Wilmington, DE
  • Description The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Ci...
  • 6/10/2024 12:00:00 AM
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Construction Manager
  • Randstad Engineering US
  • Lansing, MI
  • Awesome contract position for a Construction Manager! The Construction Manager (CM) is responsible for monitoring and ma...
  • 6/10/2024 12:00:00 AM
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Real Estate Funds & Real Estate Investment Trust Manager
  • RSM Delivery Center Private Limited (India)
  • Hyderabad, Telangana
  • We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
  • 6/9/2024 12:00:00 AM
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Board Governance/Private Trust Manager
  • McCormack Schreiber Legal Search
  • Chicago, IL
  • About the Position: We are working with a sophisticated private family office that has an immediate need for a board gov...
  • 6/7/2024 12:00:00 AM
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Chief Financial Officer
  • Burnett Specialists Staffing & Recruiting
  • Austin, TX
  • Job Description Organization Overview: We are partnering with a family office who is seeking a CFO. They oversee a diver...
  • 6/7/2024 12:00:00 AM
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About Ohio

Ohio /oʊˈhaɪoʊ/ (listen) is a Midwestern state in the Great Lakes region of the United States. Of the fifty states, it is the 34th largest by area, the seventh most populous, and the tenth most densely populated. The state's capital and largest city is Columbus. The state takes its name from the Ohio River, whose name in turn originated from the Seneca word ohiːyo', meaning "good river", "great river" or "large creek". Partitioned from the Northwest Territory, Ohio was the 17th state admitted to the Union on March 1, 1803, and the first under the Northwest Ordinance. Ohio is historically know...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$122,112 to $172,772

Most Popular Cities in Ohio for Trust Team Manager Jobs

What does a Trust Team Manager do?

Trust Team Manager in Nassau, NY
The team manager needs to demonstrate trust in their team members – employees who sense that their manager doesn’t trust them are likely to feel disengaged and less likely to go the extra mile.
January 20, 2020
Trust Team Manager in Parkersburg, WV
Everyone accepts that delegating tasks is the key to being an effective manager.
February 22, 2020
Trust Team Manager in Bismarck, ND
Of course, trust in any type of collaboration is vital but when team members rarely or never see each other in person they are less likely to build trusting relationships between each other.  Team members may also have competing priorities if they are part of several concurrent project teams and so showing that they are trusted will help them stay on track.
December 31, 2019
The position of a manager comes with a new office, new staff, new ideas, new personalities and new responsibilities.
December 01, 2019