This position directs Private Wealth sales and operations, and leads associates within the assigned market.
Essential Duties and Responsibilities- Provides direction, oversight, and leadership for the departments within the Trust Division for assigned market.
- Develops and implements a business development plan and budget for the managed area.
- Maintains a high level of contact with major client relationships within the managed area.
- Manages assigned accounts and works with portfolio managers to ensure that asset allocations and the frequency of review meetings are appropriate for major client relationships.
- Supervises the trust associates in the managed area, ensuring that they have the necessary training to perform and complete their duties within the appropriate guidelines.
- Participates in civic, community, banking, trust, and legal organizations
- Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
- Performs other duties and responsibilities as assigned.
QualificationsTo perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
Skills- Ability to read and comprehend simple instructions, short correspondence, and memos.
- Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
- Ability to read, analyze and interpret financial reports and/or legal documents.
- Ability to write simple-to-business correspondence, procedures, and routine reports.
- Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
- Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
Education and/or Experience- BS/BA Degree (4 year) from an accredited university/college, plus
- Six to eight years of experience as a trust manager/officer
- People management experience strongly preferred
Computer SkillsCertificates, Licenses, Registrations- CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.
Other Qualifications (including physical requirements)
- Must have good interpersonal skills-the ability to manage people.
- Must have good communication skills.
- Must have good sales skills.
OtherPlease note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.
