Trust Team Manager jobs in Rhode Island
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
Portfolio Manager Team Leader
- Washington Trust
-
Providence, RI
FULL_TIME
- Washington Trust is seeking a seasoned portfolio manager to serve as the Portfolio Manager Team Leader for our C&I Commercial Banking Group and Private Banking Group. This position will be a key contributor to the implementation of the overall growth plan of the division. The Portfolio Manager Team Leader will be responsible to personally manage an assigned credit portfolio of C&I clients, which traditional C&I, owner-occupied CRE and some Not-For-Profit credits. The individual will have additional management responsibilities of our Securities Based Lending portfolio and overseeing other portfolio managers in the group managing team development and professional growth to ensure a consistent and thorough underwriting of commercial credit across the division. Primary Responsibilities: Provide in-depth, independent analysis of financial statements, management competencies, industry impact, competitive dynamics, collateral, and guarantor support for new/renewal opportunities and other credit reporting deliverables. Make recommendations to the commercial lending team leader and other credit approvers regarding credit amount, structure, and policy compliance. Manage assigned portfolio by proactively monitoring performance and trends, ensuring risk rating integrity, ensuring timely compliance with all reporting, covenants, identifying issues, and following through for remediation, and adhering to compliance and regulatory reviews. Participate or lead the credit portion of client calls for in-depth financial questions, deal information, collection of financial statements, and other portfolio management requirements. Support the end-to-end credit management process including underwriting, structuring, and documenting of loan transactions. Maintain timely renewals of loan maturities for the assigned portfolio and ensure timely completion of annual file updates. Work with the team to develop a relationship plan and client strategy for key customers and loan prospects. Participate or lead in special projects to aid with the continuous improvement of portfolio management. Participate and lead a long-range framework for C&I and Private Banking Portfolio Management. This will include providing overall direction, recruitment and training of existing and future credit analysts and portfolio managers to enhance the organizations overall credit culture and development of talent in the C&I and Private Banking/Clients area. Report to SVP Commercial Lending (C&I/PCA) and support the EVP, Chief Commercial Lender on a project/as need basis. The Portfolio Manager Team Leader will provide direction to Portfolio Managers and their workflow in conjunction with C&I lenders within the C&I and Private Banking area to support the overall objectives of the group. Requirements/Qualifications: Bachelor’s degree in finance, Accounting, Business Administration. Formal credit training or comparable analytical background in commercial lending or other analytical experience. At least ten years of experience in commercial underwriting across multiple lines of business, including but not limited to Commercial & Industrial, real estate and not-for-profit. Construction loan underwriting and administration (construction budgets, sources/uses, construction draw administration, property entitlement, lease analysis and property valuation principles) is also desired. Advanced written, mathematical, and analytical skills that demonstrates an ability to analyze balance sheet structure, stress test income and identify cash flow trends. Consistently demonstrates ability to make complex decisions and sound business judgments regarding business and lending activities. Knowledge of financial statement spreading, including proficiency in preparing pro-forma statements. Excellent written, oral, and interpersonal skills, to include structuring, negotiating, closing, maintenance, modifications, and problem resolution. A strong knowledge of loan documentation requirements. Strong organization skills with the ability to self-manage time and workflow to meet deadlines. Ability to manage multiple tasks at one time. Ability to work independently as well as within a team environment. PC proficiency with Word and Excel, including the use of system and user generated formulas, macros, charts, and tables. Proven track record to self – manage and lead a team of credit analysts/portfolio managers. Ability and recognition in the marketplace to attract, hire, train, mentor and retain Portfolio Managers and Credit Analysts as needed to support the organizations overall commercial credit portfolio needs.
- 26 Days Ago
Portfolio Manager Team Leader
- The Washington Trust Company
-
Providence, RI
FULL_TIME
- Portfolio Manager Team Leader Washington Trust Advisors Weybosset Street, 10 Weybosset Street, Providence, Rhode Island, United States of America Req #1163 Tuesday, March 19, 2024 Washington Trust is ...
- 30 Days Ago
Cash Management and Product Manager
- Washington Trust
-
WESTERLY, RI
FULL_TIME
- Washington Trust is seeking a Cash Management Operations and Product Manager to manage the technology, day to day operations, Cash Management customer service, and ongoing development and support of t...
- 22 Days Ago
Event Manager
- Fort Adams Trust
-
Newport, RI
FULL_TIME
- About us Fort Adams Trust is a small business in Newport, RI. We are professional, agile, fast-paced and our goal is to Preserve, Promote and Restore Historic Fort Adams. Our work environment includes...
- 21 Days Ago
Cash Management and Product Manager
- The Washington Trust Company
-
Westerly, RI
FULL_TIME
- Cash Management and Product Manager Washington Trust Main Office, 23 Broad Street, WESTERLY, Rhode Island, United States of America Req #1167 Friday, March 29, 2024 Washington Trust is seeking a Cash ...
- 23 Days Ago
Assistant Branch Manager - Rumford, RI
- The Washington Trust Company
-
Rumford, RI
FULL_TIME
- Assistant Branch Manager We are seeking an experienced branch sales and operations professional to support our leadership team at our Rumford Branch. This position will directly supervise, coach and m...
- Just Posted
Trust Team Manager jobs at Popular Companies
About Rhode Island
Rhode Island (/ˌroʊd -/ (listen)), officially the State of Rhode Island and Providence Plantations, is a state in the New England region of the United States. It is the smallest state in area, the seventh least populous, the second most densely populated, and it has the longest official name of any state. Rhode Island is bordered by Connecticut to the west, Massachusetts to the north and east, and the Atlantic Ocean to the south via Rhode Island Sound and Block Island Sound. It also shares a small maritime border with New York. Providence is the state capital and most populous city in Rhode Is...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$129,733 to $183,553
Most Popular Cities in Rhode Island 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