Trust Team Manager jobs in Laredo, TX

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)

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Trust Operations Associate (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary
    The Trust Operations Associate is responsible for providing operational support to the Trust Division.
    Principal Duties and Responsibilities
    • Partner with Trust Administrators and broader Trust & Wealth Management Team to strengthen client relationships
    • Partner with team to uncover client needs and deliver solutions
    • Prepare documents and presentations
    • Schedule client meetings and manage Trust Administrators calendars
    • Create, gather, and organize documents for client meetings
    • Answer incoming correspondence via phone; mail and email
    • Greet clients and visitors that come into Division
    • Maintain client records, compliance files, manage sensitive, confidential, proprietary information with discretion
    • Make entries into primary Trust systems.
    • Prepare applications; account pre-acceptance; account acceptance and related forms for signature
    • File\scan documents and work papers for accounts and committees as assigned
    • Gather information and prepare agenda and packet for Trust Administrative Committee; Trust Administrative Sub Committee; Trust Investment Committee and Trust Committee
    • Document procedures and process flows, and ensure they are kept accurate
    Other Responsibilities
    • Support and promote the Bank vision, mission and core values, organizational structure and policies and procedures.
    • Comply with federal and state regulations as well as all established Bank policies and procedures.
    • Perform other duties as assigned.
    Qualifications, Education and Experience Requirements
    • High School Diploma or equivalent required; college degree preferred
    • Microsoft Suite of applications proficiency
    • Knowledge of general office procedures (e.g., scanning, filing, correspondence, scheduling, expenses, calendar)
    • Knowledge of Life Insurance Policies considered a plus
    • Knowledge of Trust and Wealth Management terminology considered a plus
    • Ability to communicate with clients; vendors; CPA’s; attorneys and other professionals
    • Ability to work in a team based environment
    • Operational and/or Client service experience
    • Experience in Trust/Wealth Management/Legal environment preferred
    • Experience interfacing with outside vendors (i.e., Custodians, Life Insurance Companies/ Real Estate appraisers, etc.)
    • Effective interpersonal, communication and presentation skills
    • Excellent telephone etiquette
    • Ability to maintain confidentiality
    • Must have excellent analysis, observation and decision making skills.
    • Highly focused, able to rapidly determine key priorities, clearly communicate the priorities and ensure resources are properly aligned.
    • Excellent interpersonal and communication skills are necessary for maintaining effective relationships with clients, board members, officers, employees, and members of the business and civic community.
    • Individual should be able to work under high pressure situations and a stressful atmosphere and then should remain composed.
    • Must be able to be physically present in the Bank to perform job duties.
    • Texas Regional Bank is an Equal Opportunity Employer
  • 15 Days Ago

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Trust Officer (Onsite)
  • Texas Regional Bank
  • Allen, TX FULL_TIME
  • Position Summary The Associate Trust Officer will be an integral member of the TRB Trust team. In this role, the Associate Trust Officer will be responsible for administering trust accounts, primarily...
  • 16 Days Ago

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Shift Manager / Team Leader
  • SS Related Companies
  • Laredo, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 6 Days Ago

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Shift Manager / Team Leader
  • SS Related Companies
  • Roma, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 6 Days Ago

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Shift Manager / Team Leader
  • SS Related Companies
  • Penitas, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 7 Days Ago

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Shift Manager / Team Leader
  • SS Related Companies
  • Edinburg, TX FULL_TIME
  • Team leader (MANAGEMENT POSITION)As a team leader, you must be motivated, team oriented, friendly, dependable and driven to providing excellent guest service. A qualified candidate will strive to WOW ...
  • 7 Days Ago

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0 Trust Team Manager jobs found in Laredo, TX area

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Part Time Sales Associate 516
  • General Nutrition Centers
  • Laredo, TX
  • Company Description As the global leader in health and wellness innovation since 1935, GNC motivates people to reach the...
  • 4/18/2024 12:00:00 AM

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Blind Rehab Outpatient Specialist
  • Department of Veterans Affairs
  • Laredo, TX
  • Summary The Blind Rehabilitation Outpatient Specialist (BROS) operates as part of the Texas Valley Coastal Bend Health C...
  • 4/18/2024 12:00:00 AM

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Internal Revenue Agent (Reviewer - Examiner) 12 MONTH ROSTER - AMENDED
  • Department Of The Treasury
  • Laredo, TX
  • Duties WHAT IS THE WHISTLEBLOWER OFFICE (WBO) DIVISION? A description of the business units can be found at: https://www...
  • 4/17/2024 12:00:00 AM

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Aveanna Healthcare Private Duty Licensed Vocational Nurse - Weekends/Nights
  • Hiring Now!
  • Laredo, TX
  • Aveanna Private Duty Nurse LVN/LPN (Nights/Weekends) Up to $2,000 Sign on Bonus Aveannas Private Duty nurses assist our ...
  • 4/16/2024 12:00:00 AM

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Aveanna Healthcare Private Duty Licensed vocational nurses - New Graduate
  • Aveanna Healthcare
  • Laredo, TX
  • Aveanna Private Duty Nurse - LVN New Grad Aveannas Private Duty nurses assist our patients with transitioning home from ...
  • 4/16/2024 12:00:00 AM

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Licensed Professional Mental Health Counselor (BHIP) - EDRP Approved
  • Department of Veterans Affairs
  • Laredo, TX
  • Summary This position is eligible for the Education Debt Reduction Program (EDRP), a student loan payment reimbursement ...
  • 4/15/2024 12:00:00 AM

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Aveanna Healthcare Private Duty Nurse LVN - Nights/Weekends
  • Hiring Now!
  • Laredo, TX
  • Aveanna Private Duty Nurse LVN/LPN (Nights/Weekends) Up to $2,000 Sign on Bonus Aveannas Private Duty nurses assist our ...
  • 4/15/2024 12:00:00 AM

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Aveanna Healthcare Private Duty Nurse LVN - New Graduate
  • Hiring Now!
  • Laredo, TX
  • Aveanna Private Duty Nurse - LVN New Grad Aveannas Private Duty nurses assist our patients with transitioning home from ...
  • 4/15/2024 12:00:00 AM

Laredo (/ləˈreɪdoʊ/ lə-RAY-doh; Spanish: [laˈɾeðo]) is a city in and the county seat of Webb County, Texas, United States, on the north bank of the Rio Grande in South Texas, across from Nuevo Laredo, Tamaulipas, Mexico. According to the 2010 census, the city population was 236,091, making it the tenth-most populous city in the state of Texas and third-most populated on the Mexico–United States border, after San Diego, California, and El Paso, Texas. Its metropolitan area is the 178th-largest in the U.S. and includes all of Webb County, with a population of 250,304. Laredo is also part of the...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$110,720 to $156,653
Laredo, Texas area prices
were up 1.2% from a year ago

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