AVP, WEALTH MANAGEMENT BANKING MANAGER

Description

JOB TITLE:                      AVP, WEALTH MANAGEMENT BANKING MANAGER

DEPARTMENT:              WEALTH MANAGEMENT ARIZONA

REPORTS TO:                 CEO OF TRUST & WEALTH MANAGEMENT PRESIDENT

                                         TRUSTBANK ARIZONA

FLSA STATUS:         EXEMPT

TYPE OF POSITION:     FULL TIME

JOB SUMMARY

The Arizona Banking Manager is responsible for administering all banking relationships within TrustBank. Works across all business lines to coordinate other financial professionals both internal and external to ensure the highest level of customer service. Manage and mentor the banking staff including to meet or exceed the team’s goals and expectations.  Ensure policies and procedures are up to date, and updates are communicated to all employees. Perform all functions of banking services for clients. Communicate effectively with current and prospective clients.  Project a professional image for TrustBank by providing exceptional client service at all times. 

DUTIES AND RESPONSIBILITIES

Banking

1. Manages and supervises department employees; annual reviews and is responsible for day-to-day supervision and leadership

2. Maintains and oversees all banking procedures and processes

3. Assist clients with opening new accounts and issue and redeem certificates of deposit

4. Ensure that customers receive prompt and courteous service and assist in resolving account related problems

5. Balance cash and vault cash

6. Complete cash audits on all cash drawers throughout the year

7. Approve checks within limits

8. Establish proper identification of all new customers, obtain credit report to determine acceptance of account, and determine product suitability to meet customer’s needs

9. Cross-sell products and services to clients

10. Stay within compliance guidelines when opening and closing accounts

11. Process check orders/re-orders for clients for personal and business purposes

12. Processing all FXIM (online banking administration) functions; retail and commercial online banking applications, external account applications, ACH, replying and doing research and follow-up on all messages and FXIM practical applications. Ensure all accounts are added correctly to the online banking system

13. Ensure branches have adequate supplies

14. Review daily non-sufficient funds list

15. Audit new opened and closed banking accounts and remove closed accounts from FXIM

16. Attend bank meetings and educational seminars as required

17. Ensure proof work is scanned to IL daily

18. Maintain over and short reports and transaction reports

19. Ship and order currency and coin from Fed for all offices

20. Open and close the vault using proper procedures

21. Maintain safe deposit box reports and bills

22. Growing bank's number of accounts and deposits

23. Make sure assigned duties are handled properly and promptly

24. Documents and interprets complicated financial information for banking clients

25. Advises on procedures and financial management as well as developing policies

26. Be courteous, helpful, and attentive to clients

27. Perform other duties as assigned

28. Ensure all branches staffed with banking coverage (vacations, time off, sick time)

29. Deposit Committee member (tracking and updating pipeline once a week)

30. Operations Committee member (monthly call to review updated and day to day operations)

31. Security Committee member (monthly call and add/delete any new alarm users)

WORKING CONDITIONS

The position is Monday through Friday, typically from 8AM – 5PM and is forty hours a week.  Additional hours may be required.  The position will primarily be located 2375 E. Camelback Rd., Suite 155, Phoenix, AZ 85016.  The position requires long periods of sitting in front of a computer.  Noise level is moderate and the office is well lit.  Some work may be repetitive at the computer, and the position requires direct work with the public.  Will require travel across regional bank locations.

TRUSTBANK CORE VALUES

Embrace and promote the TrustBank and Wealth Management Culture and Core Values in all aspects of your duties.

COMPENSATION AND BENEFITS

The annual salary for this role is $85,000 - $125,000, employees may be eligible to participate in a discretionary annual bonus program. Bonus awards, if any, are determined in the sole discretion of the Bank based on individual performance, company performance, and other business factors. Bonus payments are not guaranteed and may be modified or discontinued at any time.   This range does not include wealth management incentive compensation opportunities.  Actual compensation offered will vary based on factors such as the candidate’s relevant skills, experience, education, and geographic location.  We take a holistic approach during the hiring process to understand each candidate’s background and align compensation appropriately, ensuring internal equity while allowing flexibility to recognize unique qualifications or expertise. We also offer a 401(k) plan featuring a discretionary employer match in bank stock, along with a comprehensive benefits package. More information about our generous employee benefits can be found on our Career Page at https://trustbank.net/company/career-opportunities.

Disclosures

TrustBank recognizes that people are our bank’s strength, and we place a high value on diversity and inclusion. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs. The best talent will acquire the position.  This job description may be subject to change and is not intended to be all-inclusive. The employee may perform other related duties to meet the ongoing needs of the organization.  Equal Opportunity Employer/Disability/Veterans.

Updated: November 9, 2026

Requirements

EDUCATION and/or EXPERIENCE

A college degree in business administration, management, finance, or equivalent business experience is required (appropriate experience may substitute for education). Minimum of five years of experience in banking and two years in investments.  The ability to learn detailed aspects of the position is required.  Experience in dealing with high or ultra-high net worth clients is strongly preferred.  

QUALIFICATIONS and KEY ATTRIBUTES

To perform this job successfully, an individual must be effective in client relationship servicing and business development.  You must be able to effectively engage clients, to determine their needs and know when to make referrals to wealth management.  You must have exceptional communication skills and strong attention to detail.  The role requires being proactive, analytical, empathetic, and requires minimal supervision. 

REQUIRED SKILLS and ABILITIES

Strong problem solving and organizational skills are required to identify, research, investigate and/or resolve requests, as well as to manage conflicting priorities and workflow.  A strong knowledge of banking and general financial principles to be able to service and effectively communicate with high-net-worth clients.  Stay up to date with banking systems and applications and fully understand how the technology supports the role and TrustBank’s high standards of servicing.  PC, Microsoft Office 365 applications, internet proficiency, comfortable using approved AI-enabled resources such as Microsoft Copilot to support research, communication, workflow management, document creation, and problem solving is required.  

TECHNICAL SKILLS

Ability to utilize MS Office 365, especially knowledgeable of Excel for data analysis and report preparation.  Knowledge of core banking solutions.  Ability to research effectively and have strong resourcefulness using all available technology tools to overcome obstacles and create positive outcomes that win relationships.