Trust Regional Manager
Capital One (Long Island, New York)

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Job Description: The incumbent's job is to grow Trust revenues and profits in the geographic markets within the assigned Region. This involves developing and carrying out a strategic plan for business development, increasing referrals from existing clients, bank officers, and others; providing leadership and mentoring to account managers and other team members serving these markets; interfacing with clients, prospects, and the community to enhance the bank's image and grow market share. The incumbent will integrate market knowledge, product, and risk assessment expertise to upgrade services to existing clients and convert prospects into long-term profitable clients. Job Responsibilities: Develop department's strategic and profit plans by analyzing trends in department expenses, fees and departmental strengths and weaknesses. Develop objectives, strategies and tactics, assign accountable parties and due dates. Serve on product committees to develop new products and services to enhance primary client relationships and create referrals for other trust, investment, and banking services. Ensure client relationship management to achieve a high degree of client satisfaction, legal compliance, and profitability; ensure periodic client relationship reviews are conducted, ensure strategies are consistent with client's goals and needs. Supervise designated team members assuring the activities and responsibilities of the position are met, provide an evaluation of the team member's responsibilities in an annual performance review. Recommend additions and/or changes to policies and procedures affecting the targeted markets; review, approve and direct required daily administrative functions in accordance with the governing document or client written requests or instructions; ensure the investment portfolios are in compliance with our clients' investment policy, laws, policies, procedures, regulations and rulings governing trust services; ensure that all accounts are billed in accordance with established fee schedule and collected; review Trust and Investment prospects that are presented to bank for acceptance as Trustee or Successor Trustee. Supervise all regional tax filings (1099's, pension reporting and fiduciary returns) and ensure that deadlines to IRS and individual clients are met. Ensure adherence to all regulations and to all internal policies and procedures. Chair Regional Trust Administrative Committees and report to the Fiduciary Oversight Committee Keep informed of legislation and regulatory rulings/changes and assess their impact on clients and others; communicate changes in law and regulation to appropriate parties. Develop/maintain visibility in the Trust and Investment Management Communities; Participate in activities that promote the Bank as an active supporter of community goals and interests and provide long-term business opportunities. Other duties as assigned by supervisor

Job Experience: Basic Qualifications: • Bachelors or advanced degree in business, accounting, finance or related fields • 10 years of Financial Services experience • 5 years of banking trust management experience • 2 years of Supervisory experience Preferred Qualifications: • CPA, CFP, or equivalent designation • Extensive experience with trust, investment and retirement products, trust instruments, other legal documents and tax returns Skills and Abilities: • Knowledge of trust administration policies and procedures • Knowledge of trust and investment management • Knowledge of the Louisiana Trust Code, fiduciary laws, and all applicable regulations of the OCC and other regulatory agencies • Knowledge of the Employee Retirement Income Security Act of 1974 (ERISA) • Employee benefit trust background in the administrative, operational and development areas for all types of employee benefit plans that are qualified under Sections 401 & 501 of the Internal Revenue Code (as amended). • Strong leadership and interpersonal skills • Strong organizational, project management and presentation skills • Excellent written, verbal and listening skills • Excellent analytical skills and numerical aptitude • Working knowledge of PC computer systems. Working Conditions/Requirements: • Ability to work under stress and meet deadlines. • Ability to operate a keyboard if required performing the essential job functions. • Ability to read and interpret a document. • Ability to lift/move/carry approximately 20 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department an ''undue hardship'' then the employee must be accommodated; hence, omitting lifting as a physical requirement. No agencies please. Capital One is an equal opportunity employer dedicated to diversity in the workplace. We promote a drug-free work environment. Minimum Education Required: Bachelor Years of Experience Required: More than 5 years Expected Travel Time: About 25%