Senior Trust CSA Team Lead

Job Title: Senior Trust CSA Team Leadu00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0FLSA Status: ExemptDepartment:u00a0 Wealth Management & TrustHours of Operation:u00a0 8:00-5:00 Monday-Fridayu00a0u00a0u00a0u00a0u00a0 u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0u00a0General Job Summary:Partner with and provide assistance and direction to Trust Wealth Advisors to build, solidify, and expand client relationships. Responsible for assistance to the CSA Manager in leading, training and developing the Client Service Associates anizational Duties and Responsibilities:Supports the mission, vision and philosophy of the Bank.u00a0 Complies willingly with all organizational policies and procedures.Supports all functions that maintain compliance with regulatory agencies.Essential Duties and Responsibilities:Respond to trust administration and investment questions, leveraging foundational knowledge of trust, investment and/or estate planning concepts.Exercise independent judgment regarding account matters, such as client requests or questions, disbursement requests, determining appropriate documents needed and disbursing funds within limits of certain types of trusts.Effectively communicate with internal and external clients, verbally and in writing.Draft client communications using knowledge and experience with trust, investment, and/or estate planning concepts.Expertly prepare presentations for existing clients.Anticipate client and Advisor needs in all situations; proactively identify problem areas, research problems and resolve issues.Maintain accounts from set up to closing through proper internal processes and procedures, appropriately alerting Advisor of important changes and/or issues.u00a0Assist Advisors with required client annual reviews and clearing exceptions on accounts.Maintain service standard activities, COI activities, and other required calling activities.Serve as client point of contact when Advisor is out of the office.Assist with communication between CSA Manager, Client Service Associates, Advisors and Trust Operations.u00a0u00a0Assist CSA Manager with CSA training on a routine basis.u00a0Evaluate CSAu2019s job functions and assist with training and development of CSA team members. Address performance issues with CSA Manager if needed.Create an atmosphere of teamwork, consistency and positivity in workflow and atmosphere.u00a0Report any issues to the CSA Manager of Senior Management. u00a0Other Functions:Provide office coverage and support in emergency situationsPerform other duties as assignedAssists CSA Manager in leadership and oversight of Client Service Associates Team.Working Conditions: Wealth Management office setting, requiring sitting and standingMinimum Job Requirements:Education:Bachelor's Degree5 years work experience in a Trust department or related fieldSpecific Skills:Proficient computer application skills in word processing and spreadsheets (Word, Excel)Self-motivated and dependableAbility to quickly learn trust system and new technologyWorking knowledge of investment, fiduciary, and estate planning conceptsIndependent decision making ability within limits set by the Wealth Management & Trust DepartmentExcellent communication skills, both written and verbal, with all levels of personnel and clientsExcellent grammar, spelling and business writing skillsExcellent problem solving skillsAbility to prioritize and organize heavy volumes of workAbility to function independently in a multi-task environment, as well as part of a teamAbility to maintain confidentialityMust be highly detail orientedProfessional appearance and demeanorSupervisory Responsibility: CSA Team members as designatedPhysical Requirements:The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.Primarily sedentary work performed in an office environmentAbility to sit for extended periods of time while working at a computerFrequent use of hands and fingers to operate a computer, keyboard, mouse, and other office equipmentAbility to speak clearly and hear well enough to communicate with clients, team members, and vendors via phone, video, and in personVisual acuity sufficient to read computer screens, printed documents, and financial dataOccasional standing, walking, bending, or reachingAbility to lift and carry up to 10-15 pounds occasionally (e.g., files, office supplies)

Created: 2026-02-27