Trust Operations and Compliance Manager
Company: Civista Bank
Posted on: August 7, 2022
Manages and coordinates Trust Operations and Trust Compliance for
Civista Wealth Management. The Trust Operations & Compliance
Manager demonstrates Civista Bank's mission to improve the
financial lives of our employees and shareholders, to make a
difference in the communities that we serve.
Key Accountabilities, Responsibilities, and Expectations :
Manages risk management by monitoring the use of established
government documents and procedures and ensuring relationships are
managed according to policies, so that satisfactory audits and
service standards are met.
Mitigates difficult/controversial customer problems, prospective
customers, or other department operational workflow; as well as
serves as the key source for resolving technical trust system
Management of Trust Operations staff activity by hiring, coaching,
counseling, monitoring work, scheduling, training, disciplining and
terminating as needed/required. Performs fair, accurate, honest
employee performance appraisals within the timeline
Member of the Trust Management Committee. Compiles information from
various areas of Civista Wealth Management for the Committee to
review, approve and recommend to the Trust Committee regarding
policies, procedures, and regulatory requirements.
Member of the Board's Trust Committee. Compiles information from
the Trust Management Committee that requires the Board's Trust
Committee review and approval.
All other duties as assigned and any activities that support the
Qualifications, Knowledge and Skills :
Bachelor's Degree in finance or related field, or equivalent work
experience in a trust department.
Work involves extensive personal contact with others and/or is
usually of a personal or sensitive nature. Work may involve
motivating or influencing others.
Good knowledge of estate planning including related taxes,
securities, and insurance.
Solid working knowledge of trust compliance rules and regulations,
tax laws, probate rules, and so forth.
Solid Computer literacy (Word, Excel) with accurate data entry
skills; proficient knowledge of working with spreadsheet and
A high level of initiative, thoroughness, accuracy and
organizational skills required.
Detail oriented with strong analytical skills.
High level of confidentiality required.
Solid oral and written communication skills.
Work involves eye strain due to the constant use of computer
screens, reading of reports.
Work involves ability to communicate professionally on the
telephone, speak, read, write and hear.
Work involves ability to sit for long periods at a time; ability to
learn in a reasonable amount of time.
Good supervisory skills.
Work involves being able to concentrate on the matter at hand,
under sometimes distracting work conditions.
Work involves some travel to attend meetings, training, and so
Pay Transparency Nondiscrimination Provision:
https://www.dol.gov/agencies/ofccp/posters Equal Opportunity
Employer EEOC M/F/D/V
This Position Description is not a complete statement of all duties
and responsibilities comprising this position. Nothing in this job
description restricts management's right to assign or reassign
duties and responsibilities to this position at any time.
Keywords: Civista Bank, Toledo , Trust Operations and Compliance Manager, Executive , Sandusky, Ohio
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