Tuesday, May 13, 2014

Team Leader, Personal Trust, City National Bank - Irvine, CA

Team Leader, Personal Trust, City National Bank - Irvine, CA (Job ID 3912)

As a player/coach, leads the Trust and Estate Administration activities in a geographic location with a team of Trust Officers. Responsible for managing and directing all trust activities (e.g. conservatorships, testamentary/intervivos trust, estates, revocable and irrevocable trusts, guardianships and agencies) and the implementation of trust investment policies to promote the growth and profitability of assigned offices consistent with the division’s objectives. Handle trust accounts of special significance, especially those of a more delicate or complex nature. Ensure that the administration of trusts is in accordance with applicable laws and regulations and the stipulations of the Trust Document or Court Order under which authority is conferred. Develop investment strategy with the assistance of the Bank’s investment team. Interfaces with clients, administrators, co-trustees, beneficiaries, attorneys and others regarding accounts.

- *Minimum 10 years experience in a client services, banking operations and/or Trust operations administration required.
- *Minimum 10 years of experience in a banking or financial services environment required.
- *Minimum 5 years of management experience required.
- Bachelor Degree preferred
- Trust Certification (CTFA) preferred.
- Strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts.
- Comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles.
- Proficient with Microsoft Office (Word, Excel PowerPoint).
- Demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients.

*Represents basic qualifications for the position. To be considered for this position you must at least meet the basic qualifications.

Equal Opportunity/Affirmative Action Employer, M/F/D/V

Note: This preceding job description has been designed to indicate the general nature and level of work performed by employees within this classification. It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job.

Note: Candidates should be advised that City National Bank does not pay interviewee travel expenses or relocation expenses for candidates who are hired unless previously agreed.  


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