Trust Operations Team Supervisor jobs in Michigan
Trust Operations Team Supervisor supervises a team of Trust Operations Clerks. Reviews and verifies daily transaction information and documentation. Being a Trust Operations Team Supervisor ensures that processes comply with company policies and procedures. Typically requires a high school diploma. Additionally, Trust Operations Team Supervisor typically reports to a manager. The Trust Operations Team Supervisor supervises a group of primarily para-professional level staffs. May also be a level above a supervisor within high volume administrative/ production environments. Makes day-to-day decisions within or for a group/small department. Has some authority for personnel actions. To be a Trust Operations Team Supervisor typically requires 3-5 years experience in the related area as an individual contributor. Thorough knowledge of functional area and department processes. (Copyright 2024 Salary.com)
Recently Added Trust Operations Team Supervisor jobs
Team Service Coordinator - Kalamazoo
- Greenleaf Trust
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Kalamazoo, MI
FULL_TIME
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What's This Job All About?
The Team Service Coordinator is responsible for coordinating the efforts and workflow of the Client Centric Teams while providing comprehensive, pro-active service to external clients and co-workers. Duties are carried out under general supervision and individuals are responsible for daily independent decisions related to servicing clients.
Principal Accountabilities
What You'll Be Doing:- Create positive relationships with external clients and teammates
- Coordinate and lead weekly team meeting with Trust Relationship Officer (TRO), including packet preparation and management of client service dashboards
- Coordinate and lead quarterly team meetings with TRO and Wealth Management Advisors (WMAs), including packet preparation and management of client service dashboards
- Use independent judgment to handle phone inquiries from clients and research and respond as appropriate
- Decision making ability to problem solve and manage workflow efficiently
- Prepare business letters and various other forms of written communications to clients
- Manage the prospect-to-client lifecycle process to ensure all steps are completed
- Maintain schedule of client meeting preferences, schedule client meetings, assist in the preparation of meeting materials and host internal follow-up meetings
- Prepare and ensure completion of client documentation necessary to meet policy requirements, including preparation for monthly Trust Committee meetings
- Maintenance of client files in various software systems
- Initiate transactions in client accounts including deposits, transfers and disbursements
- Assist with phone and reception desk coverage
- Actively participate in event-driven marketing events
- Identify and drive forward opportunities for process improvement and innovation
- Participate as an impactful member of assigned workgroups and projects as assigned
- Provide general support for any appropriate position or function within Personal Trust or other areas within Greenleaf Trust
- Perform administrative duties in support of the Client Centric Team
- All other duties as assigned
- Bachelor's Degree and minimum 1 year professional office experience or equivalent education and experience. Prior financial services and customer service experience preferred, but not required.
- 16 Days Ago
Distribution supervisor
- F&V Operations
-
Joseph, MI
FULL_TIME
- Apply today to join F&V Operations & Resource Management (FVOP) our team is made up of fishers, hunters, military veterans, adventurers, gamers, singers, boaters, and all kinds of people that work har...
- 20 Days Ago
Probate-Trust Real Estate Home Agent
- The Perna Team at Detroit
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Detroit, MI
FULL_TIME
- We are looking for a motivated licensed agent who wants to focus in the probate and trust real estate arena. You will learn the initial contact all the way to closing whether it's court confirmed or f...
- 16 Days Ago
Water Distribution System Supervisor
- F&V Operations
-
Joseph, MI
FULL_TIME
- Apply today to join F&V Operations & Resource Management (FVOP) — our team is made up of fishers, hunters, military veterans, adventurers, gamers, singers, boaters, and all kinds of people that work h...
- 5 Days Ago
Accounting Supervisor
- Century Bank and Trust
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Coldwater, MI
FULL_TIME
- Overview:We are seeking an experienced Accounting Supervisor to join our team. The ideal candidate will have a strong background in financial management, accounting, and financial analysis. Responsibi...
- 18 Days Ago
Opening Shift Team Member
- Bluepoint Operations
-
Clarkston, MI
FULL_TIME
- As a Culver’s True Blue Crew member you will have the opportunity to work with a positive team, focused on providing a place to grow, learn and develop.We offer:Competitive wagesOn the job trainingFre...
- 2 Days Ago
Trust Operations Team Supervisor jobs at Popular Companies
RN Risk Manager
- AHC Waverly LLC
-
Waverly, TN
- JOB SUMMARY: The Risk Manager will implement and develop quality initiatives and risk management. This position will mon...
- 6/12/2024 12:00:00 AM
Director OF Clinical Services (Center-Based)
- Centria Autism
-
Phoenix, AZ
- Centria Autism is the largest provider of Applied Behavior Analysis (ABA) for children with Autism Spectrum Disorder (AS...
- 6/12/2024 12:00:00 AM
Nurse Manager Delivery Room - Relocation Offered!
- MEDSTAR HEALTH
-
Clinton, MD
- General Summary of Position The Director of Nursing is a member of MedStar Health entity-based Division of Nursing's (DO...
- 6/12/2024 12:00:00 AM
Registered Nurse (RN)
- Prestige Care, Inc.
-
Portland, OR
- New medical benefits! Beginning in January 2023, our low monthly premium payments for employees and dependents will be a...
- 6/12/2024 12:00:00 AM
Certified Nursing Assistant (CNA)
- Prestige Care, Inc.
-
Portland, OR
- New medical benefits! Beginning in January 2023, our low monthly premium payments for employees and dependents will be a...
- 6/12/2024 12:00:00 AM
Registered Nurse (RN)
- Prestige Care, Inc.
-
Newberg, OR
- New medical benefits! Beginning in January 2023, our low monthly premium payments for employees and dependents will be a...
- 6/12/2024 12:00:00 AM
Certified Nursing Assistant (CNA)
- Prestige Care, Inc.
-
Newberg, OR
- New medical benefits! Beginning in January 2023, our low monthly premium payments for employees and dependents will be a...
- 6/12/2024 12:00:00 AM
Registered Nurse (RN)
- Prestige Care, Inc.
-
Forest Grove, OR
- New medical benefits! Beginning in January 2023, our low monthly premium payments for employees and dependents will be a...
- 6/12/2024 12:00:00 AM
About Michigan
Michigan consists of two peninsulas that lie between 82°30' to about 90°30' west longitude, and are separated by the Straits of Mackinac. The 45th parallel north runs through the state—marked by highway signs and the Polar-Equator Trail—along a line including Mission Point Light near Traverse City, the towns of Gaylord and Alpena in the Lower Peninsula and Menominee in the Upper Peninsula. With the exception of two small areas that are drained by the Mississippi River by way of the Wisconsin River in the Upper Peninsula and by way of the Kankakee-Illinois River in the Lower Peninsula, Michigan...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Operations Team Supervisor jobs
$55,397 to $67,695