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ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
account managementtrust operationsproject managementlegal regulationscorporate trustinvestment instrumentsbusiness developmentoperational changesrisk mitigationclient relationship management
Soft Skills
problem solvinginterpersonal skillsverbal communicationwritten communicationcollaborationclient serviceadaptabilityteam managementtraininggoal orientation
Certifications & Qualifications
Bachelor’s degree
Industry Keywords
business line account acceptance policiestrust line of businessbank regulationsregulatory regulationsoperating systemsrevenue goalsexpense goalsnew business goalsclient needsclient expectations
About the role
Key responsibilities & impact- 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
- Resolves problems quickly and effectively
- 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
What you’ll need- 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
Comp & perks- 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
