Manager of Corporate Trust

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Manager of Corporate Trust

The Trust Manager is responsible for Corporate Trust and works closely with other departments within Institutional and Private Wealth Division of the bank. The Trust Manager takes on a leadership role within the bank and is actively involved in industry and civic activities.

Essential Duties and Responsibilities

• Provides direction, oversight, training and leadership for the Corporate Trust department
• Administrator for all bond issues held in Corporate trust.
• Responsible for all new bond issues, including RFPs, new account set up, cash flows, ticklers, and other administrative duties
• Monitor all issues for early redemptions, surplus revenue calls, extraordinary calls and sinking fund calls.
• Primary contact for all legal entities, financial advisors, analysis and underwriters on all municipal issues.
• Maintains a high level of contact with major client relationships and potential new clients. Some travel required.
• Coordinate compliance, regulatory, vendor reporting and contracts
• Develops and implements a business development plan and budget for the managed area.
• Participates in civic, community, banking, trust, and legal organizations
• Ensures that all departmental documents and activities are performed in compliance with applicable laws, regulations, policies and procedures as applicable to this position, including completion of required compliance training.
• Performs other duties and responsibilities as assigned.

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.

Skills

• Ability to read and interpret documents such as procedure manuals, general business correspondence, and/or journals or government regulations.
• Ability to read, analyze and interpret financial reports and/or legal documents.
• Ability to write business correspondence, procedures, and routine reports.
• Ability to respond, in writing, to customer complaints, regulatory agencies, or members of the business community.
• Ability to speak effectively, present information, and respond to questions in one-on-one and small or public group situations, to customers, clients, employees, and managers.
• Ability to travel, up to 25% of the time

Education and/or Experience

• BS/BA Degree (4 year) from an accredited university/college or
• 6-8 years of experience managing similar trust portfolios

Computer Skills

• MS Word and Outlook

Certificates, Licenses, Registrations

• CPA, CFP, Law Degree or ABA designation, in the area managed, is preferred.

Other Qualifications (including physical requirements)

• Must have good interpersonal skills-the ability to manage people.
• Must have good communication skills.
• Must have good sales skills.

Other

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Activities, duties and responsibilities may change at any time with or without notice.

Skills Training:

• Communication, Customer Service, Time Management, Leadership, Management

Equal Employment Opportunity Information: Simmons First National Corporation and its subsidiaries are committed to a policy of equal employment with respect to a person's race, color, religion, sex, ancestry, sexual orientation, gender identity, national origin, covered veterans, military status, physical or mental disability or any other legally protected classifications.