In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients
Reviews and accepts new client relationships based on business line account acceptance policies and procedures
Provides quality service based on client needs, wants, and expectations; aligns actions accordingly
Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations
Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes
Coordinates the development and implementation of operational changes within the unit
May be responsible for meeting certain revenue, new business and expense goals
May manage staff, hire new staff, and/or train staff to successfully meet business objectives

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

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Client Manager

Key skills