Trust Team Manager jobs in Michigan
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
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
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
Project Manager - Kalamazoo
- Greenleaf Trust
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Kalamazoo, MI
FULL_TIME
- What's This Job All About?Provide project management services throughout the project lifecycle. Responsible for project execution while leading a team, or teams, to accomplish specific objectives in a...
- 18 Days Ago
Trust and Estate Tax Manager
- Brickley DeLong P.C.
-
Grand Haven, MI
FULL_TIME
- Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out o...
- 6 Days Ago
Trust and Estate Tax Manager
- Brickley DeLong P.C.
-
Muskegon, MI
FULL_TIME
- Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out o...
- 9 Days Ago
Trust and Estate Tax Manager
- BRICKLEY DELONG P.C
-
Grand Rapids, MI
FULL_TIME
- Brickley DeLong is a full-service, West-Michigan based, public accounting and business consulting firm with offices in Muskegon, Grand Haven, Grand Rapids, and Hart. This position can be located out o...
- 12 Days Ago
Trust Team Manager jobs at Popular Companies
Board Governance/Private Trust Manager
- McCormack Schreiber Legal Search
-
Chicago, IL
- About the Position: We are working with a sophisticated private family office that has an immediate need for a board gov...
- 6/12/2024 12:00:00 AM
Chief Financial Officer
- Burnett Specialists Staffing & Recruiting
-
Austin, TX
- Job Description Organization Overview: We are partnering with a family office who is seeking a CFO. They oversee a diver...
- 6/12/2024 12:00:00 AM
Personal Trust Manager I
- Hiring Now!
-
Madison, WI
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/11/2024 12:00:00 AM
Personal Trust Manager II
- Hiring Now!
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Chicago, IL
- At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as st...
- 6/11/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager 1
- RSM Delivery Center Private Limited (India)
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- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 6/11/2024 12:00:00 AM
Regional Trust Manager - Delaware
- Citizens
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Wilmington, DE
- Description The Regional Trust Manager role is a senior position within the Citizens Private Wealth (CPW) Division of Ci...
- 6/10/2024 12:00:00 AM
Construction Manager
- Randstad Engineering US
-
Lansing, MI
- Awesome contract position for a Construction Manager! The Construction Manager (CM) is responsible for monitoring and ma...
- 6/10/2024 12:00:00 AM
Real Estate Funds & Real Estate Investment Trust Manager
- RSM Delivery Center Private Limited (India)
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Hyderabad, Telangana
- We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence...
- 6/9/2024 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 Team Manager jobs
$123,235 to $174,362
Most Popular Cities in Michigan 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