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Manager Remote Banking Jobs in Wisconsin (NOW HIRING)

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Manager Remote Banking information

What is the difference between Manager Remote Banking vs Customer Service Manager?

AspectManager Remote BankingCustomer Service Manager
Required CredentialsBachelor's degree, banking certifications often preferredBachelor's degree, customer service or management certifications beneficial
Work EnvironmentRemote, digital banking platforms, virtual team managementOffice or call center, direct customer interaction
Employer & Industry UsageFinancial institutions, banks, online banking servicesRetail, banking, service industries
Common Search & ComparisonYesYes

The Manager Remote Banking primarily oversees digital banking operations remotely, focusing on online services and virtual teams. In contrast, the Customer Service Manager typically manages in-person or call center customer support teams. While both roles require strong communication skills and industry knowledge, the Manager Remote Banking emphasizes digital platforms and remote team management, whereas the Customer Service Manager involves direct customer interactions and on-site supervision.

What are the most commonly searched types of Remote Banking jobs in Wisconsin?

The most popular types of Remote Banking jobs in Wisconsin are:

What cities in Wisconsin are hiring for Manager Remote Banking jobs?

Cities in Wisconsin with the most Manager Remote Banking job openings:

Full-time

Re-posted 17 days ago


Job description

Trust Officer - Wealth

Responsible for the day-to-day management and administration for a wide variety of Wealth Management trust accounts, ensuring compliance with applicable laws, regulations, policies, and procedures.

Role Responsibilities

Trust Administration

  • Responds promptly to client distribution requests and makes cash and asset distribution as required.
  • Understands the needs of and duties to the principals, income beneficiaries, and remaindermen.
  • Shows a high level of professionalism toward trust beneficiaries, financial advisors, and other service professionals.
  • Monitors the completion of trust tax returns.
  • Complies with Trust Administration checklists related to closing accounts and account reviews.
  • Completes annual account reviews as required by the South Dakota Division of Banking.
  • Prepares appropriate presentations for Trust Committee review.
  • Responsible for the administration of a complex book of personal trust accounts which may include supporting the administration of pooled trusts.

Competencies

Communication Skills

  • Excellent verbal, written, and interpersonal communication skills.
  • Able to communicate effectively with interact with beneficiaries, financial advisors, and other third-party professionals.
  • Aware of and follows company policies for electronic communications and internet use.

Computer/Technical Skills

  • Strong analytical skills with a high level of accuracy and attention to detail.
  • Proficient using Microsoft Office Suite of applications.
  • Able to understand and follow company policies regarding information security including password, multi-factor authentication, and remote access use.

Organization

  • Very responsive to external partner communication.
  • Timely completion of distribution requests.
  • Update client interactions in CRM database.

Judgment

  • Ability to prioritize a high number of daily tasks.
  • Exhibit sound judgment and the ability to make reasonable decisions in the absence of direction.
  • Swiftly refer problems/issues to the appropriate person(s) when necessary.

Role Qualifications

  • 2+ years of financial services or legal experience.
  • Undergraduate degree or equivalent experience.
  • JD, CTFA, or CFP certification a plus.