GreenbayRecruiter Since 2001
the smart solution for Green Bay jobs

Trust Centralized Services Supervisor

Company: Associated Banc-Corp
Location: Green Bay
Posted on: October 13, 2019

Job Description:

Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, among other factors. Applicants with a disability who need assistance applying for a position with Associated Bank are asked to email: or call: (800) 878-3282.

Job Summary

Manages the Trust Centralized Services department, responsible for the execution of processes that have been centralized from Trust Administrative teams. Provides guidance to ensure timely and efficient workflows that are structured in accordance with industry, audit and OCC requirements. Serves as a resource to the business line regarding escalated items, processing exceptions and delays. Actively participates in the determination and implementation of centralization opportunities as well as changes to process, procedures and systems that impact Trust Centralized Services. Supervised functions include oversight of account opening & closing, account maintenance, BSA data collection, asset free receipts & deliveries, fee set-up and collection, ILIT Administration, regulatory account reviews, business line reporting and other services supporting Trust clients.

Compliance Statement

Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials, including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR. Responsible to report ethical concerns as needed to Associateds anonymous Ethics Hotline.

Key Result Areas

  • Staff management & development
  • Workflow & Efficiency Analysis
  • Organizing
  • Process Improvement
  • Communication
  • Problem Solving
  • Regulation and Compliance

    Job Accountabilities
  • Provide direction and developmental guidance for the individuals that comprise the Trust Centralized Services department. This includes meeting with each colleague on a regular basis to maintain an understanding of their job accountabilities, setting and measuring expectations, providing guidance and training as unique or escalated situations arise and ensuring all work is performed within required guidelines.
  • Actively participate in leading the centralization of Administrative functions as well as process and system enhancements that impact Trust Centralized Services. Attend all project meetings and formulate suggestions for implementation. Work with the WMIS Support Project & Training Manager to manage procedural updates and training.
  • Provide necessary day-to-day assistance to all Personal Trust, Retirement Plan Services, Corporate Trust and Investment departments. Proactively communicate with the business line regarding errors or delays in processing.
  • Ensure adequate staffing of the Trust Centralized Services department and have provisions in place to provide necessary cross training for backups at all times. Guarantee that separation of duties is in place where necessary and that work is processed in a timely and consistent manner by each individual and their backup(s).
  • Oversee account opening, maintenance and closing processes. Provide supervisory oversight of ILIT Administration as it relates to the review of insurance policies, Crummy letters and premium payments. Also provide supervisory oversight of asset Free Receipts & Deliveries as it relates to security setup & transfer, cost basis requirements and tax implications. For each functional area, ensure that adequate policies, procedures and training are provided in order to maintain high service standards, accuracy and regulatory compliance.
  • Lead the fee processing team. Ensure that adequate policies, procedures and training are provided as it relates to fee setup, processing & removal, fee exceptions, balancing of fees, and revenue reporting.
  • Manage the Centralized Account review team. Oversee the completion and oversight of centralized portions of the administrative account review process. Work directly with business line partners and Compliance to evaluate ongoing updates to question sets in order to improve risk mitigation and respond to regulatory change.
  • Direct and provide oversight on the processing and distribution of business line reporting as well as other centralized business line tasks such as bill pay, retention letters, asset restrictions, address changes, cost basis adjustments and BSA oversight.
  • Oversee workflows and processes that support Senior Financial Advisors, providing centralized services for multiple WMIS business lines. Engage with colleagues and business line managers to continually evaluate policies, procedures and training are provided in order to maintain high services standards, accuracy and regulatory compliance.
  • Manage system templates; perform periodic reviews to ensure data integrity. Review and approve processing and exception reports.
  • Collaborate with internal Audit and Compliance to provide all necessary material to meet audit requirements. Review processes and procedures within the Trust Centralized Services department on a regular basis to ensure that they are up-to-date and in alignment with regulatory and business line requirements.
  • Bachelor's Degree or equivalent combination of education and experience Business or Management, Required

  • 4-7 years Trust Administration, Required
  • 4-7 years Trust Administration and Supervisory, Preferred

    Licenses and Certifications
  • CTFA-Certified Trust and Financial Advisor within 3-5 years, Preferred

    General Physical Condition
  • No unusual physical effort, strain, or discomfort

Keywords: Associated Banc-Corp, Green Bay , Trust Centralized Services Supervisor, Other , Green Bay, Wisconsin

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Other Jobs

CDL A Regional & OTR Truck Drivers
Description: Benefits Average Yearly Pay: 55K- 65K Weekly Home Time APUs on All Trucks
Company: Kreilkamp Trucking Inc
Location: Appleton
Posted on: 10/18/2019

Speech Language Pathologist / SLP - Part Time Weekends
Description: HCR ManorCare, the leading provider of short-term post-hospital services and long-term care, is seeking a passionate and driven Speech Language Pathologist. If you are passionate about a challenging and (more...)
Company: HCR ManorCare
Location: Appleton
Posted on: 10/18/2019

Haircutter; up to $5000 Bonus!
Description: OverviewCost Cutters Stylist NOW HIRING You control your pay Many Stylists who do a great job of customer service and sell additional products regularly make about 19 an hour including tips Hey there (more...)
Company: Cost Cutters
Location: Green Bay
Posted on: 10/18/2019

Get New Contractor Work Today - Preview Leads In Your Area
Description: Over 25 million homeowners have trusted HomeAdvisor 1800Contractor to help them find quality professionals with the expertise to turn their home improvement
Company: HomeAdvisor
Location: Green Bay
Posted on: 10/18/2019

Part Time Retail Display Associate | Apply now!
Description: As a Part Time Retail Display Associate, your insights and imagination will shape tomorrow - literally. By building and maintaining our displays, you will help us bring the best to families each day by (more...)
Company: Kellogg's
Location: Green Bay
Posted on: 10/18/2019

Travel Cath Lab Tech, Appleton, WI
Description: Travel Cath Lab Tech Appleton, WI Location: Appleton, WI Start Date: 10/16/2019 Shift Details: Variable 8hr Shifts 12:00 AM-12:00 PM
Company: Triage Staffing
Location: Appleton
Posted on: 10/18/2019

Certified Nursing Assistant - CNA
Description: HCR ManorCare provides a range of services, including skilled nursing care, assisted living, post-acute medical and rehabilitation care, hospice care, home health care and rehabilitation
Company: HCR ManorCare
Location: Appleton
Posted on: 10/18/2019

Part-Time Store Associate
Description: We're ALDI, one of America's favorite grocers. We've grown a lot in the past few years, expanding our reach and customer base all around the country. Whether it's in customer service or our exceptional (more...)
Company: ALDI
Location: Appleton
Posted on: 10/18/2019

CDL-A Flatbed Truck Driving Jobs - Valid CDL-A Required
Description: Make work happen. Make a good living. The Pay - Earn 65K to 80K in your first year - Earn 50 CPM for open deck trailers - Earn 70 of linehaul for owner operators - 500
Company: Simplex Freight Company
Location: Green Bay
Posted on: 10/18/2019

Outside Sales Representative - Enhanced Base Salary and Commission Plan
Description: At A GlanceFull-time sales role good for students, grads, and people who appreciate flexibility, with potential for advancement and no ceiling on commission bonuses.A role that is ideal for flexible, (more...)
Company: Spectrum
Location: Green Bay
Posted on: 10/18/2019

Log In or Create An Account

Get the latest Wisconsin jobs by following @recnetWI on Twitter!

Green Bay RSS job feeds