Farmington Hills, MI, US
41 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
Position Qualifications: Bachelor's degree in Finance, Accounting, or equivalent combination of education and experience 3 or more years Security Industry experience Comerica Great Lakes Campus
7:00am - 6:00pm Monday - Friday for 8 hour shifts and must be in the office two days a week.
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