Job Description

TEAM LEADER TRUST OFFICER NEW BUSINESS

WHAT IS THE OPPORTUNITY?

Manage the day-to-day activities of the New Business TeamPartner with Business Development to ensure the new account onboarding process flows smoothly resulting in issue free filesProvide a smooth file handoff with Trust AdministrationManage ongoing advisor relationships and maintain exemplary service levels Ensure new files are set up on the system correctlyWork towards meeting and surpassing all internal and external audit requirementsManage the City National Bank(CNB) onboarding process

WHAT WILL YOU DO?

• Assist Business Development Team as needed in sales process
• Work with Business Development Team, COI’s and Clients to gather necessary paperwork to onboard file
• Organize and present each opportunity to New Business Committee
• Partner with Trust Administration to ensure each new opportunity can be administered without issue
• Help set expectations around timing and progress of files
• Manage legal resources for take-on purposes
• Ensure fee arrangement is appropriate for the relationship and approved by Head, RBC Trust Delaware when required
• Ensures all Policies & Procedures are followed in a timely manner
• Serves as a point of escalation for problem resolution
• Manage risk to ensure all relationships are within RBC’s risk appetite
• Provide Monthly Metrics for the Team
• Actively contribute to projects as necessary
• Manage team performance including regular reviews, onboarding, training and personal development and other managerial duties in a timely manner
• Provide focus and clarity in establishing individual goals, driving performance management, supporting career development and rewarding strong performance
• Accept and successfully execute change while supporting employees through the process, and keeping them focused on business priorities

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications*

• 7+ years financial industry experience
• 3 + years of experience working for a fiduciary
• 1+ year of demonstrated and sound managerial experience leading and managing a team

Additional Qualifications

• Internationally recognized professional qualification (e.g., CFTA, TEP)
• Trust business experience and knowledge
• Investment knowledge and experience
• Excellent interpersonal skills with the ability to establish relationships and effectively interact with all levels of staff and personnel
• Works well under pressure and meet deadlines
• Strong communication skills
• Organized with strong attention to detail
• Anticipate needs and proactively seek solutions
• Able to work with different personality types
• Willingness to seek out advice from Senior staff promptly as appropriate

WHAT'S IN IT FOR YOU?

Compensation

Starting base salary: $111,408 - $189,738 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
• Generous 401(k) company matching contribution
• Career Development through Tuition Reimbursement and other internal upskilling and training resources
• Valued Time Away benefits including vacation, sick and volunteer time
• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
• Career Mobility support from a dedicated recruitment team
• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our Benefits and Perks .

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America’s leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at About Us .

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Job Tags

Similar Jobs