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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive knowledge of Corporate Trust and investment instruments, along with strong account management and trust operations expertise. Proven ability to develop new business, manage teams, and effectively communicate with clients to resolve issues.
Highest-signal resume keywords
Corporate Trust KnowledgeAccount ManagementTrust OperationsProject ManagementEffective Communication
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Corporate TrustInvestment InstrumentsAccount ManagementTrust OperationsProject ManagementLegal RegulationsBusiness DevelopmentRisk MitigationOperational ChangesBudgeting
Soft Skills
Interpersonal SkillsProblem SolvingVerbal CommunicationWritten CommunicationPeople Management
Industry Keywords
Business DevelopmentClient RelationshipsRevenue GoalsExpense GoalsOperational ChallengesRegulatory Regulations
About the role
Key responsibilities & impact- 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; builds distinctive predictable levels of service
- Resolves problems quickly and effectively
- Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients
- 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 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
