Key skills
Project ManagementBudgetingCommunicationAccount Management
About this role
Role Overview
- Cover the Mountain West territory and play a critical role in supporting market growth for public finance and municipal bond business.
- Support new issuance activity while maintaining accountability for ongoing health, execution, and value of each relationship.
- Drive retention, identify expansion opportunities, and ensure a seamless experience across the life of every transaction.
- Develop and maintain relationships with Corporate Trust clients with the primary focus on managing value.
- Provide quality service based on client needs, and expectations; resolve problems quickly and effectively.
- Work closely with new business development staff, serving as a collaborative business partner.
- Identify business risks and operational challenges; take steps to mitigate risks and enhance processes.
- Coordinate and implement operational changes within the unit.
Requirements
- Bachelor’s degree, or equivalent work experience
- Typically eight or more years of relevant experience
- Thorough knowledge of corporate trust and investment instruments
- Thorough knowledge of account management, trust operations, project management, and legal regulations
- Thorough knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
- Ability to develop new business
- Effective management skills to include planning, budgeting, and people management
- 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.
Benefits
- 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