Key Responsibilities:

Service Maintenance and Contribute to Business Growth

• Lead Trust transacting and processing activities to ensure that staff is delivering at a high level while complying with corporate and regulatory policies and procedures.
• Interface daily across CPB Banking and Trust teams to ensure escalated issues are addressed and client service requirements are being exceeded.
• Coach and provide ongoing feedback to staff, identify training needs and prepare developmental and training plans.             
• Regularly review processes to ensure maximum efficiencies while delivering superior service quality.
• Contribute to and drive tactical and strategic initiatives.
• Establish effective working relationships with operational and technology partners to jointly identify and resolve on-going issues.   
• Regularly review internal control and regulatory requirements and self-test results to ensure that effective controls are in place.             
• Drive business initiatives in collaboration with product partners, technology and operations team.

• Knowledge of personal trust administration and trust fiduciary accounting preferred.

  Skills and Knowledge:          

• Minimum 5-7 years financial service experience with management/leadership skills
• Leadership skills: Takes ownership, readily takes charge and makes decisions, able to motivate people toward a common goal, implement change and get results.
• People Management Skills: Able to constructively coach and motivate staff, develops and fosters good working relationships between Service, Bankers, Trust, Product Specialists and Operations.
• Process Management Skills: Able to develop and implement processes to ensure efficient workflow.
• Service Excellence Orientation: Through example, motivate Trust Service staff to take the extra step, demonstrate initiative, and take ownership of any situation to bring a satisfactory resolution for the client and the team.
• Risk Assessment: Thorough understanding of Citi’s policies and procedures as well as applicable regulations while ensuring that team members have same understanding and adhere to policies, procedures and regulations.
• Influencing and Negotiating skills: Ability to gain support and persuade others within the organization to work in the best interest of clients and the organization.

Qualifications and Education

• Bachelor’s degree and relevant financial services experience preferred

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Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

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