Trust Market Manager

Columbia Bank • Los Angeles, CA • 3h ago

About the Role:

In this role you will be responsible for directing the assigned trust office with the objective to achieve office goals, maximize growth and profitability in a manner consistent with the values and interests of Columbia Trust Company. The Trust Market Manager has responsibility for the management of the trust administrative team and its assigned book of business, with the approval and guidance of the Trust Regional Director or Trust President.

Directly responsible for the administration of larger, more complex client relationships in the office.

Responsible for the overall level of performance and profitability of the trust office.

Adheres to annual budget and business plan that support trust company objectives.

Ensures alignment of trust's initiatives with those of the Wealth Management Group and organization-wide strategies and goals.

Reports on the activities of the assigned office to senior management of the trust company.

Responsible for leadership and mentoring of the direct reports.

Working with external and internal partners, identifies market opportunities and coordinates activity to direct growth of the trust customer base and penetration of existing customers.

Coordination of business development efforts of sales, administrative and investment staff.

Monitors and coordinates activities to ensure all compliance and audit requirements are implemented and met.

Supervise and implement efforts to promote office efficiencies and innovation.

Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities - knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.

Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.

Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.

May be asked to coach, mentor, or train others and teach coursework as subject matter expert.

Actively learns, demonstrates, and fosters the Columbia corporate culture in all actions and words.

Takes personal initiative and is a positive example for others to emulate.

Embraces our vision to become "Business Bank of Choice".

May perform other duties as assigned.

About You:

Bachelor's Degreeor equivalent work experience, preferred

Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred

10+years'experiencein trust services and team management/supervisory experience, required

10+ years' experiencein presentations to prospective clients,required

10+ years'successful sales/client service experience in trust administration,required

10+ years'thorough understanding of trust administration, fiduciary law and federal estate and state tax requirements and issues,required

10+ years'involvement in professional organizations Ability to communicate and present advanced estate planning strategies,required

Strong written and verbal communication skills.

Public Speaking skills desired

Travel:

Occasional

The pay range for this role is $120,000.00 to $210,000.00.

The pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation, and those details will be provided during the recruitment process.

Evergreen:

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the posted locations.

Our Benefits:

We are proud to offer a competitive total rewards package including base wages and comprehensive benefits.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Columbia Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: careers@columbiabank.com (careers@umpquabank.com) .

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Columbia Bank. Columbia Bank does not accept unsolicited resumes or applications from agencies and Columbia Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Columbia Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.

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