Trust Team Manager jobs in Santa Maria, CA
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
Paso Robles Branch - Associate Branch Manager II
- Golden 1 Talent Acquisition Team
-
Paso Robles, CA
FULL_TIME
- TITLE: ASSOCIATE BRANCH MANAGER II STATUS: NON-EXEMPT REPORTS TO: BRANCH MANAGER DEPARTMENT: BRANCH CHANNEL DELIVERY JOB CODE: 6212 GRADE:19H PAY SCALE: $29.43 - $30.50 HOURLY GENERAL DESCRIPTION: The Associate Branch Manager II is responsible performing a variety of operational tasks that results in delivering an exceptional member experience. Supervises and directs the daily activities of Member Service Specialists in the branch. Responsible for ensuring compliance with all policies and procedures and efficiency in the processing of member transactions. Associate Branch Managers job levels are differentiated by considering the typical annual volume of the following day-to-day operations within a branch: Transactions, Loan Applications, Loans Granted and New Accounts Opened. These criteria are weighted to reflect the relative impact these operations have on the success of a branch. Volume ranges and weightings are evaluated at the beginning of each calendar year to determine if there are any necessary changes that need to be made to reflect new internal/external conditions. TASKS, DUTIES, FUNCTIONS: Ensures delivery of exceptional member experience on the platform and teller line. Handles member issues escalated by Member Service Specialists. Manages, directs and supervises day to day activities of Member Service Specialists. Train and coach employees on sound operational and compliance requirements across all areas of the branch. Create and maintain staff scheduling that aligns with meeting branch member service demands. Assists Branch Manager in developing and implementing strategies to capitalize on opportunities, highlight the benefit of our products and services over that of our competitor’s, and support overall credit union member services, promotions and member service objectives and expectations. Assists the Branch Manager with human resource processes for all direct reports, including appraisals, disciplinary actions, individual development plan, career development, training, interviews, etc. Identify, investigate and respond to member concerns. Ensures compliance and efficiency with all policies and procedures. Maintain a current working knowledge of financial industry rules, regulations and sound methods and practices. Implement, maintain, and inspect security procedures, operational reports, control logs, audits, and certifications in compliance with all current regulatory requirements. Lead and coordinate service promotion activities, which include outbound calls, special service days and outside marketing efforts as needed and directed. Assist Branch Manager in marketing the Credit Union to outside potential fields of membership in their specific field and location. Manage relationships between the branch and the Member Service Contact Center, Mortgage Lending, Consumer Lending, Online Banking, and Financial Services partners to ensure collaboration in meeting shared company objectives. Monitor all internal policy and procedure controls to safeguard the funds and assets of Golden 1. Proactively identify any potential issues keeping the branch from providing exceptional member service and collaborate on solutions with the Branch Manager. Provide recommendations, as needed, to more efficiently meet the financial needs of the members visiting the branch. Maintain a thorough understanding of state and federal laws and regulations related to credit union compliance including bank secrecy act, anti-money laundering, and elder financial abuse laws appropriate to the position. Perform Notary Public services as needed. Assists Branch Manager in ensuring that the physical maintenance and overall appearance of the branch facility is satisfactorily maintained at all times. Makes recommendations to Branch Manager. Travel to meetings by car or public conveyance. May occasionally be requested to fill in at another branch location. Develop and maintain an understanding of the pertinent regulatory requirements and risks inherent to job responsibilities, establish, and maintain control activities that mitigate those risks consistent with the Credit Union’s risk appetite, and ensure operational integrity and compliance with applicable regulations. PHYSICAL SKILLS, ABILITIES, AND EXERTION UTILIZED IN THE PERFORMANCE OF THESE TASKS: Effective oral and written communication skills required to ensure an exceptional member experience at the branch. Must possess sufficient manual dexterity to skillfully operate an online computer terminal and other standard office equipment, such as financial calculators, personal computer and telephone. ORGANIZATIONAL CONTACTS & RELATIONSHIPS: INTERNAL: All branches, support departments and administrative management and staff EXTERNAL: Members, vendors, peers in financial institutions, community associations and credit union associations QUALIFICATIONS: EDUCATION: Completion of high school curriculum. Associate of Arts Degree in Business Administration, Finance or Human Resources or equivalent work experience desired. EXPERIENCE: Minimum of 3 years of progressively responsible supervisory experience within a retail environment or financial institution. BEHAVIORS: Foster a positive and engaging work environment for each team member by promoting skill development, coaching for improvement and growth, inspiring others through words and actions, aligning employee engagement with Golden 1’s mission, vision and core values. Ability to effectively lead a team. Learn and master new and emerging banking technologies. Ability to adapt to change. Resilience. Receive constructive feedback and effectively change behaviors. Actively solicits feedback. Balancing employee advocacy while supporting and delivering on Golden 1 initiatives, priorities, and policies. Assume positive intent. Reliable and dependable. Accountable and takes ownership. KNOWLEDGE/SKILLS: Knowledge of sound practice of business administration. Knowledgeable of electronic banking equipment, video security systems, electronic fund transfer technology, and office automation equipment. Flexible employee coaching skills to meet individual employee needs. Proven ability to meet and/or exceed individual service objectives. Proven ability to inspire and motivate employees to exceed member service objectives. Solid knowledge of financial concepts and products and services offered by Golden 1. Demonstrate positive, professional, and engaging communication skills. Knowledge of California Credit Union Law and Regulations. PHYSICAL REQUIREMENTS: Must be able to frequently move about the branch. Must sit or stand for prolonged periods at times. Corrected vision within the normal range. Hearing within normal range. A device to enhance hearing will be provided if needed. Ability to lift 30 lbs. as may be required. Occasional movements throughout the department daily to interact with staff, accomplish tasks, etc. Extended or long work hours may be required to accomplish tasks. Occasional travel required for attendance at meetings and/or training. LICENSES/CERTIFICATIONS: None THIS JOB DESCRIPTION IN NO WAY STATES OR IMPLIES THAT THESE ARE THE ONLY DUTIES TO BE PERFORMED BY THIS EMPLOYEE. HE OR SHE WILL BE REQUIRED TO FOLLOW OTHER INSTRUCTIONS AND TO PERFORM OTHER DUTIES REQUESTED BY HIS OR HER SUPERVISOR THAT ARE WITHIN HIS / HER KNOWLEDGE, SKILL AND ABILITY AS WELL AS HIS / HER MENTAL AND PHYSICAL ABILITIES. REV. 1/22/2024
- 11 Days Ago
Sales Engineer
- Trust Automation
-
San Luis Obispo, CA
FULL_TIME
- Trust Automation Trust Automation has over 30 years of experience in custom motors, linear drives, digital drives, and systems which meet the unique needs of its customers. Its product line includes m...
- 8 Days Ago
Maintenance Technician - R2
- The Management Trust
-
San Luis Obispo, CA
FULL_TIME
- The Management Trust Position Title: Maintenance Technician Location: San Luis Obispo, CA Reporting To: RME General Contractor Supervisor Status: Non-Exempt, Full-Time Salary: $23.00 - $28.50 DOE COMP...
- 14 Days Ago
Subway Sandwich Artist #13508
- Subway® Team
-
Nipomo, CA
FULL_TIME,PART_TIME
- Job DescriptionThe Sandwich Artist® greets and serves guests, prepares product, maintains food safety and sanitation standards, and handles or processes light paperwork. Exceptional guest service is a...
- Just Posted
Subway Sandwich Artist #1730
- Subway® Team
-
Atascadero, CA
FULL_TIME,PART_TIME
- Job DescriptionThe Sandwich Artist® greets and serves guests, prepares product, maintains food safety and sanitation standards, and handles or processes light paperwork. Exceptional guest service is a...
- Just Posted
Subway Sandwich Artist #457
- Subway® Team
-
SAN LUIS OBISPO, CA
FULL_TIME,PART_TIME
- Job DescriptionThe Sandwich Artist® greets and serves guests, prepares product, maintains food safety and sanitation standards, and handles or processes light paperwork. Exceptional guest service is a...
- Just Posted
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0 Trust Team Manager jobs found in Santa Maria, CA area
Deputy Director - Registrar
- County of San Luis Obispo, CA
-
San Luis Obispo, CA
- Salary : $116,875.20 - $149,177.60 Annually Location : San Luis Obispo, CA Job Type: Permanent - Salary Job Number: 0424...
- 5/9/2024 12:00:00 AM
Vice President for University Development & Alumni Engagement / CEO Cal Poly Foundation
- California State University System
-
San Luis Obispo, CA
- Job Summary California Polytechnic State University (Cal Poly), one of the nation's top public universities, seeks an ex...
- 5/9/2024 12:00:00 AM
Vice President for University Development & Alumni Engagement / CEO Cal Poly Foundation
- Cal Poly
-
San Luis Obispo, CA
- Job Summary California Polytechnic State University (Cal Poly), one of the nation's top public universities, seeks an ex...
- 5/9/2024 12:00:00 AM
Senior Director of Corporate Relations (University Development & Alumni Engagement)
- California State University
-
San Luis Obispo, CA
- Senior Director of Corporate Relations (University Development & Alumni Engagement) Job no: 536333 Work type: Management...
- 5/8/2024 12:00:00 AM
Deputy Director of Industrial Security / Secure Facility Development Manager
- Toyon Research Corporation
-
LOS ALAMOS, CA
- Description: U.S. Citizenship Required. This position requires a current TOP SECRET clearance. Candidate must be SAP and...
- 5/7/2024 12:00:00 AM
Deputy Director of Industrial Security / Secure Facility Development Manager
- Toyon Research Corporation
-
BUELLTON, CA
- Description: U.S. Citizenship Required. This position requires a current TOP SECRET clearance. Candidate must be SAP and...
- 5/7/2024 12:00:00 AM
Deputy Director of Industrial Security / Secure Facility Development Manager
- Toyon Research Corporation
-
SOLVANG, CA
- Description: U.S. Citizenship Required. This position requires a current TOP SECRET clearance. Candidate must be SAP and...
- 5/7/2024 12:00:00 AM
Deputy Director of Industrial Security / Secure Facility Development Manager
- Toyon Research Corporation
-
SANTA YNEZ, CA
- Description: U.S. Citizenship Required. This position requires a current TOP SECRET clearance. Candidate must be SAP and...
- 5/7/2024 12:00:00 AM
About Santa Maria, California
Santa Maria is a city near the Southern California coast in Santa Barbara County. It is approximately 65 miles (105 km) northwest of Santa Barbara and 150 miles (240 km) northwest of downtown Los Angeles. Its estimated 2018 population was 108,470, making it the most populous city in the county and the Santa Maria-Santa Barbara, CA Metro Area. The city is notable for its wine industry and Santa Maria-style barbecue. Sunset magazine called Santa Maria "The West's Best BBQ Town".
Santa Maria is located at 34°57′5″N 120°26′0″W / 34.95139°N 120.43333°W / 34.95139; -120.43333 (34.951377, -120.433...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Trust Team Manager jobs
$135,762 to $192,089
Santa Maria, California area prices
were up 2.5% from a year ago
were up 2.5% from a year ago
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