City National Bank ยท 3 months ago
Team Lead Trust and Estate Administration
Nashville, TN
Full-time
Onsite
Senior Level, Lead/Staff
$123K/yr - $209K/yr
10+ years expCity National Bank is a subsidiary of Royal Bank of Canada, focused on providing exceptional financial services. The Team Lead for Trust and Estate Administration is responsible for managing trust activities, ensuring compliance with laws, and developing investment strategies while leading a team of Trust Officers.
BankingFinanceFinancial Services
Responsibilities
Manage/handle the largest and most complex trust accounts. Confer with clients, administrators, co-trustees, beneficiaries and attorneys regarding the establishment, administration and operation of a trust
Review and recommend acceptance or rejection of potential fiduciary responsibilities for the offices assigned. Analyze trust instruments to determine duties and responsibilities of the company
Approve, maintain and negotiate as necessary desirable fee schedules and charges for trust and investment services
Ensure all tax liabilities and obligations of accounts are met
Gather/submit pertinent facts to the Trust Administration Committee regarding situations requiring the use of fiduciary discretion. Review and submit proposals for consideration and direction. Establish client specific investment strategy in accordance with CNB guidelines and policies
Establish client specific investment strategy in conformance with CNB guidelines and policy
Assure that trust policies, programs and procedures coincide with division and bank objectives
Stay abreast of new developments pertaining to trust regulation, market strategies and competitive positioning
Interface with executive and senior level management within the Bank as well as private bankers, team leaders on trust and investment management sales related issues, processes and activities
Develop and retain personal trust and investment management business by maintaining professional and community contacts
Assist in the development of new relationships through internal sources, from referrals, and through personal community involvement. Help create opportunities to develop and promote ideas to win new business and cross sell to existing clients
Establish and attend sales calls with clients and prospects
Ensure that relationship plans have been created and are implemented
Manage the assigned Personal Trust staff in the assigned regions/offices. Assign responsibilities for the administration of trust accounts and maintains appropriate workloads for trust account administrators
Conducts performance appraisals
Make hiring, terminations and employee related decisions
Effectively coaches to ensure sound sales approaches are being exercised, proper account administration is being followed
Develop and motivate staff
Ensure that account terminations and distributions comply with terms of the governing document
Follow appropriate Reg. 9 process and other bank policies and procedures
Maintain all appropriate training and continuing education requirements for both internal programs and external licenses and certifications
Qualification
Required
Bachelor's Degree or equivalent
Ten plus years in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts
Trust Certification (CTFA) is required
Preferred
Must possess comprehensive knowledge of personal trust laws and regulations, state tax laws, income taxation with respect to trust investment management principles
Trust Certification (CTFA) is desired
Proficient with Microsoft Office (Word, Excel & PowerPoint)
Must possess demonstrated management skills and excellent verbal and written communications skills sufficient to interact with all levels of Bank Personnel and clients
Minimum years of experience in trust administration with strong working knowledge of all types of trusts, not limited to but including all types of family trusts, charitable trusts and special needs trusts required
Benefits
Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date
Generous 401(k) company matching contribution
Career Development through Tuition Reimbursement and other internal upskilling and training resources
Valued Time Away benefits including vacation, sick and volunteer time
Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs
Career Mobility support from a dedicated recruitment team
Colleague Resource Groups to support networking and community engagement
Company
City National Bank
City National Bank offers a full complement of banking, trust and investment services. It is a sub-organization of City National.
1001-5000 employees
H1B Sponsorship
City National Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (76)
2024 (78)
2023 (145)
2022 (93)
2021 (107)
2020 (62)
Funding
Current Stage
Public CompanyTotal Funding
unknown1978-01-13IPO
Leadership Team
Howard Hammond
CEO City National Bank
Fiyaz Khan
Senior Vice President, Structured Products
Recent News
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