Education and Experience:
- Bachelor’s degree in Finance, Accounting, Business Administration or related field and 5 or more years experience in trust operations OR equivalent education/experience.
- Certified Trust Operations Professional (CTOP) certification preferred, but not required.
- Prior experience with trust operations, fiduciary practices, and/or relevant financial products and services is required.
- Proficiency in trust accounting platforms especially Fi-Tek’s Global Wealth system is required.
- Minimum of 3 years prior supervisory experience.
Skills and Abilities:
- Must have solid understanding of core banking systems.
- Must have prior experience with third party services such as pricing, custodians, data aggregation, proxies, tax reporting, investment support, medallion stamp and document management.
- Demonstrated success in leading organizational change, managing complex projects, and building high performing teams.
- Strong strategic thinking, problem solving and decision-making abilities.
- Excellent communications and interpersonal skills, with a proven ability to build relationships across all levels of the organization.
- Understanding of cybersecurity best practices.
- Experience overseeing multi trust operational locations.
- Background in merger and acquisitions, system conversions, or building out operational infrastructure in high-growth environments.
- Experience supporting high net worth and institutional clients.
- Vendor management and contract skills.
Tasks Performed:
- 40% Directly manage the staff to ensure proper levels of staffing & interdepartmental cross training; timely execution of department initiatives; and maximized efficiency. Serve as mentor to staff and ensure proper training & individual development opportunities are maintained. Provide direct and timely coaching to staff. Provide Leadership in the development of KPI’s and metrics to monitor performance and service level quality
- 20% Ensure operational compliance with applicable laws and regulatory guidelines. Coordinate with wealth management compliance team to ensure adherence with fiduciary regulations and established policies and procedures. Develop and implement scalable operational frameworks to support trust administration, investments, regulatory compliance and risk management.
- 20% Lead initiatives to enhance automation, streamline workflows, and improve operational efficiency through system upgrades or vendor selection. Collaborate with executive leadership, trust and investment officers, compliance, and IT departments to align operations with the broader business objectives.
- 15% Oversee reconciliations processes, internal controls, audits, and exam preparation for internal, regulatory and independent reviews. Act as the primary contact for external vendors, custodians, and other service providers to ensure service levels and data integrity are maintained. Develop and maintain Operational Service Level Standards. Develop and implement plan for both organic and acquired growth.
- 5% Other duties as assigned.
Physical Requirements:
- Communicate effectively with internal and/or external customers
- Stationary 75% of time or greater
- Move Objects to Maximum 10 lbs
Benefits for Full-Time Employees:
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.
Parental Leave: Six weeks of paid leave at 100% of your salary.
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
Dental and Vision Coverage: Ensuring your overall health and well-being.
Flexible Spending Accounts: For healthcare and dependent care expenses.
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.
Voluntary Benefits: Including hospital, accident, and critical illness coverage.
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.
Adoption Assistance: Supporting your growing family.
Tuition Reimbursement: Invest in your education and career growth.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Benefits for Part-Time Employees Working 20+ Hours/Week:
- Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.
- Generous Parental Leave: Six weeks of paid leave at 100% of your salary.
Benefits for All Part-Time Employees:
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future
Paid Sick and Safe Leave: For your health and safety.
Employee Assistance Program (EAP): Access to support and resources.
Financial and Banking Services: Various benefits and financial planning assistance.
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.
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What We Do
NBT Bancorp Inc. is a financial services holding company headquartered in Norwich, N.Y. The company primarily operates through NBT Bank, N.A., a full-service community bank and two financial services companies. NBT Bank has over 150 locations in seven states with offices in New York, Pennsylvania, Vermont, Massachusetts, New Hampshire, Maine and Connecticut. NBT Bank is an Equal Housing Lender and member of FDIC. EPIC Advisors, Inc., based in Rochester, N.Y., is a full-service 401(k) plan recordkeeping firm. NBT Insurance Agency, LLC, based in Norwich, N.Y., is a full-service insurance agency.
