Global Corporate Trust Escrow Client Manager

Role Overview

• 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
• Remains sensitive and responsive to both internal and external clients
• Works closely with new business development staff, serving as a collaborative business partner
• 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

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