Key skills
Project ManagementCommunicationAccount Management
About this role
Role Overview
- 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
- Builds distinctive predictable levels of service; resolves problems quickly and effectively
- Works closely with new business development staff
- Identifies business risks and operational challenges
- Coordinates the development and implementation of operational changes within the unit
- May be responsible for meeting certain revenue, new business and expense goals
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
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