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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 developmentrisk mitigationoperational changesbudgeting
Soft Skills
effective managementproblem resolutioninterpersonal communicationverbal communicationwritten communicationplanningcollaborationclient servicestaff traininggoal orientation
Certifications & Qualifications
Bachelor's degree
Industry Keywords
trust line of businessbank regulationsregulatory regulationsbusiness objectivesrevenue goalsexpense goalsclient relationshipsoperational challengesbusiness risksnew business development
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 and 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 mitigates risk
- Coordinates the development and implementation of operational changes within the unit
- May be responsible for meeting revenue, new business and expense goals
- May manage, hire, and train staff to meet business objectives
Requirements
What you’ll need- 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
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
