FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in Corporate Trust and Escrow Services, with a strong focus on relationship management, compliance, and operational risk management. Proficient in managing sensitive accounts and implementing administrative procedures while fostering business development and client onboarding.
Highest-signal resume keywords
Corporate Trust And Escrow Services ExperienceRelationship ManagementContractual Agreement AnalysisTrust And Agency Software KnowledgeCompliance And Operational Risk Management
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 Trust ExperienceEscrow Services ExperienceContractual Agreement UnderstandingProblem-Solving AbilityMicrosoft Office ProficiencyClient OnboardingAccount AdministrationBusiness DevelopmentRisk Metrics AnalysisAdministrative Procedure Implementation
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationTeam-Oriented Culture SupportCustomer Relationship Maintenance
Tools & Technologies
CTES SystemsTrust And Agency Software Packages
Certifications & Qualifications
Transfer Agent ComplianceBackground Check Compliance
Industry Keywords
Corporate TrustEscrow ServicesTransactional ExperienceInvestment Process CommunicationAudit Requirements
About the role
Key responsibilities & impact- Manage sensitive accounts and duties related to Corporate Trust and Escrow Services accounts
- Cultivate new business partner and existing partner relationships
- Contribute to regional growth goals through new business development activities
- Promote uniformity, efficiency, and quality in regional account administration
- Implement administrative procedures complying with department policy and audit requirements
- Support client onboarding, account administration, and use of CTES systems and technology
- Collaborate with Business Development Leaders and CTES Administration Managers on account assignments
- Recommend acceptance or rejection of new business opportunities based on current bank risk metrics
- Serve as primary relationship manager for complex and sensitive trust and agency accounts
- Provide technical support and participate in supervision, training, and development of support personnel
- Communicate the investment process with customers and administrative and investment staff
- Maintain relationships with customers, attorneys, Certified Public Accountants, and related professionals
- Report administrative progress, complex issues, problems, and complaints to CTES Administration Managers
- Recommend improvements supporting quality service
- Deliver Truist’s purpose and support an inclusive, team-oriented culture
- Manage CTES Administration risk to meet compliance and operational risk objectives
Requirements
What you’ll need- Bachelor's Degree or equivalent education and related training
- 8 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services
- Strong verbal and written communication skills
- Ability to read and understand contractual agreements, including Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements, and other standard trust related agreements
- Problem-solving ability
- Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
- Ability to travel, occasionally overnight
- Working knowledge of Trust and Agency software packages and applications
- Proven experience in relationship management
- Must be transfer agent compliant, including fingerprinting and acceptable background check prior to employment
- English language fluency required
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- Accidental death and dismemberment coverage
- Tax-preferred savings accounts
- 401(k) plan
- At least 10 days of vacation during the first year, prorated
- 10 sick days, prorated
- Paid holidays
- Defined benefit pension plan (depending on position and division)
- Restricted stock units (depending on position and division)
- Deferred compensation plan (depending on position and division)