Lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers
Handle all levels of responsibilities that the CRM III, II and I perform in cultivating highly significant customer relationships
Resolve ALL administrative issues and provide support to any level client staff
Provide guidance to junior staff
Operate independently to service the largest clients and resolve the most complex issues
Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow up
Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
Disseminates financial information to the EMMA system (as required)
Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
Review legal documents to ensure operational mechanics are appropriate
Work with corporate legal, compliance and outside legal counsel to negotiate document provisions
Participate in cross training to learn other Corporate Trust roles and provide support, as needed
Demonstrates successful networking skills and the ability to establish a network of strategic contacts
Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing
Demonstrated strong strategic and critical thinking abilities
Demonstrates ability to manage multiple projects and timelines
Demonstrates the ability to drive change through business planning
Demonstrates exceptional written and verbal communication skills with attention to detail
Demonstrates general knowledge of banking products and services
Demonstrates the ability to be self directed
Benefits
Paid Time Off
a 401(k) matching program
annual incentive pay
paid holidays
a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
health savings, flexible spending, and dependent care accounts