Farmington Hills, MI, 48332, USA
98 days ago
Institutional Trust Team Leader
Institutional Trust Team Leader The principle accountability of this position is to manage the operational functions of an Institutional Trust business unit responsible for the delivery of services such as trustee, custody, pension services, and cash management. In this role you will maintain key performance measurements to ensure customer satisfaction goals are met while administering the employee performance management process for direct reports and managing to established departmental goals. Position Responsibilities: Leadership/Management * Interacts with Alt Group Manager, direct reports and others to establish priorities, coordinate workflow and review results * Manage and develop a team of Trust Account Specialists, Account Analysts and Senior Analysts * Evaluates and adjusts workloads to ensure maximum efficiencies * Develop tactical plans, process improvements, and product enhancements * Foster teamwork by maintaining a positive attitude and supportive demeanor Risk Management/Operating Efficiency/Compliance * Ensure successful audit and compliance exams by monitoring the use of appropriate processing procedures and compliance with policies * Review and update changes to procedures and policies as appropriate * Monitor and review existing process controls * Identify areas of risk * Recommend and implement improvements to controls * Participate on team projects for timely and accurate completion * Coordinate workflow to provide optimum efficiency and productivity and ensuring effective service quality standards are met Customer Service/Quality/Retention * Provide technical guidance and direction to Account Analysts and Account Specialists on complex operational client issues * Ensure support staff provides the highest quality client service by achieving key performance goals Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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