Salary
💰 $105,400 - $124,000 per year
About the role
- Developing and maintaining relationships with Corporate Trust clients; managing value of relationships
Reviewing and accepting new client relationships per policies and procedures
Providing quality service aligned to client needs; resolving problems quickly and effectively
Collaborating with business development on new business conversations
Identifying business risks and operational challenges; mitigating risk and enhancing processes
Coordinating operational changes; possibly meeting revenue, new business and expense goals
Training staff as needed
Supporting contingent servicing business: onboarding new transactions, engaging vendors, coordinating data mapping, supporting due diligence
Managing vendor relationships; maintaining contingent servicing database; producing quarterly management reporting
Assisting trust manager with portfolio management initiatives
Requirements
- Bachelor’s degree, or equivalent work experience
Typically five to seven years of relevant experience
Thorough knowledge of corporate trust and investment instruments
Thorough knowledge of account management, trust operations, project management, and legal regulations
Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
Ability to develop new business
Ability to resolve complex problems with minimal guidance
Ability to communicate quickly with clients to resolve client issues and disputes
Effective interpersonal, verbal and written communication skills