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Manager
Union Bank
Los Angeles, CA, United States
Job Details - this job has expired, please see similar jobs below
Reporting to the Head of Trust and Estate Services with Wealth Markets, the Premier Trust Manager is responsible for Investment Management & Trust (IM&T) account administration, including all account opening and closing functions, account servicing, portfolio management and driving revenue through fee income and deepening client relationships. This high level management position requires a strong focus on operational efficiency, risk management and collaboration with the Regional IM&T Trust Managers and Officers.
Major Responsibilities:
• Manages all IM&T business operational and administrative functions including account opening and closing, bill payment, and other key servicing responsibilities across the organization.
• Oversees trust programs and practices and coordination activities with many functional areas within Wealth Markets and the Bank, including lending and banking groups and other divisions of the organization.
• Ensures that the proper accounts are housed in Premier and an effective and appropriate retention program is established and maintained.
• Oversees the delivery of exceptional service throughout the organization ensuring the highest levels of internal and external client satisfaction.
• Manages and implements strategic and tactical initiatives that support the business unit’s goals, objectives, and operating efficiency.
• Attracts, motivates and retains the top talent in the marketplace while simultaneously ensuring a current succession plan.
• Demonstrates knowledge of and is sensitive to the current regulatory environment.
• Manages the fiduciary and business risk of the unit.
• Adheres to the Bank's Risk Vision and risk management policies and programs; recognizes and proactively addresses risk (including, but not limited to, those associated with the Bank Secrecy Act, anti-money laundering, consumer compliance, fair lending, fiduciary responsibilities and privacy).
Qualifications
• 10+ years of progressively complex responsibilities in Wealth Management, including Personal Trust business. Substantial Personal Trust and Wealth Management background is required.
• Experience in highly visible roles and able to serve on various internal committees.
• Extensive experience in both line and staff functions, including strategic planning and budgeting.
• Legal training desirable.
• Comprehensive knowledge and in-depth experience in Trust administration.
• Must possess excellent interpersonal skills.
• Ability to communicate in an open, candid, clear and consistent manner.
• Listens effectively and probes for new ideas and solutions.
• Persuasive and self-confident, with excellent communication skills to interact effectively with executive-level members.
• Proven ability to attract, build and retain top talent.
• Must be a highly credible representative of the Wealth Management group to both external and internal clients, including executive leadership.
• Ability to collaborate effectively with other members of the Wealth Management team as well as other Bank executives and partners.
• Ability to work with internal and external regulatory authorities.
• This position manages several departments through other supervisors/managers.
The above statements are intended to describe the general nature and level of the work being performed. They are not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required of personnel so classified.
We are proud to be an Equal Opportunity / Affirmative Action Employer and committed to leveraging the diverse backgrounds, perspectives, and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate in employment decisions on the basis of any protected category.
A conviction is not an absolute bar to employment. Factors such as the age of the offense, evidence of rehabilitation, seriousness of violation, and job relatedness are considered in all employment decisions. Additionally, it’s the bank’s policy to only inquire into a candidate’s criminal history after an offer has been made. Federal law prohibits banks from employing individuals who have been convicted of, or received a pretrial diversion for, certain offenses.