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Trust Specialty Asset Manager

Jobtailor

Responsibilities Manages and develops a complex portfolio of specialty assets and large client relationships for Trust and Asset Management accounts. Provides specialty assets management and client services for a complex portfolio of specialty assets in accordance with the terms of governing documents, client investment needs, applicable federal, state, and local laws and regulations, and Bank/Trust Department policies and procedures. Acts as the specialty assets management representative for internal partners focusing on exceptional service delivery and new business development in a specific or regional geographic area. Analyzes, studies, and gains full understanding of governing and legal documents. Assures the specialty assets management and account activities are in compliance with Bank/Trust Department policies, procedures, and any applicable federal/state laws and regulations. Requirements Requires a Bachelor's degree, preferably in Business, Finance, or Accounting. Three (3) years of professional real estate, oil & gas, or other specialty assets services experience and/or training. Trust administration/operations, banking, or financial services experience and an understanding of the banking industry preferred. Supervisory experience preferred. Industry licensing and/or certifications preferred but not required. Must be able to demonstrate experienced knowledge of specialty assets management and administration. Basic knowledge of Microsoft Office applications, including Excel, PowerPoint, and Office required. Core Competencies Demonstrates expertise in specialty assets management and client services, ensuring compliance with governing documents and applicable regulations. Possesses strong analytical skills to interpret legal documents and a solid understanding of the banking industry. Tools & Technologies Microsoft Excel Microsoft PowerPoint Microsoft Office #J-18808-Ljbffr Jobtailor

Vacancy posted 3 days ago
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