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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong client relationship management and strategic thinking abilities while effectively supervising and developing a team of associates. Proficient in managing complex corporate trust accounts and ensuring compliance with legal and operational standards.
Highest-signal resume keywords
Client Relationship ManagementStrategic ThinkingTeam SupervisionCompliance ReviewFinancial Transactions 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
Debt Service CalculationsBilling ManagementCash MonitoringInvestment TransactionsBond Closing FacilitationFinancial Information DisseminationLegal Document ReviewProject Management
Soft Skills
Exceptional Communication SkillsPositive Client Experience FocusNetworking SkillsAttention to DetailSelf-Direction
Certifications & Qualifications
CCTS Certified Corporate Trust Specialist
Industry Keywords
Corporate TrustBanking ProductsComplianceClient EngagementAdministrative Support
About the role
Key responsibilities & impact- Lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers
- Handle all levels of responsibilities performed by CRM III, II and I in cultivating highly significant customer relationships
- Resolve all administrative issues and provide support to any level client staff
- Provide guidance to junior staff
- Operate independently to service the largest clients and resolve the most complex issues
- Provide day-to-day support to existing institutional/corporate trust accounts
- Handle billing for administrative fees and recommend fee increases
- Facilitate bond closing
- Handle cash and investment transactions
- Monitor cash activities
- Provide debt service calculations
- Execute payment generation and follow-up
- Recommend and submit new business for approval by the new business committee
- Price business based on account structure compared to existing business
- Disseminate financial information to the EMMA system as required
- Set up issues accurately and timely on all systems
- Prepare accounts for compliance review and respond to compliance exceptions
- Review legal documents to ensure operational mechanics are appropriate
- Work with corporate legal, compliance and outside legal counsel to negotiate document provisions
- Participate in cross-training and provide support for other Corporate Trust roles as needed
- Perform other duties as assigned
Requirements
What you’ll need- Bachelor's degree or equivalent work experience
- Five (5) years relevant experience
- Strong client relationship management skills
- Successful networking skills and ability to establish a network of strategic contacts
- Ability to provide positive client experience through associate engagement, technology, workflows and processing
- Strong strategic and critical thinking abilities
- Ability to manage multiple projects and timelines
- Ability to drive change through business planning
- Exceptional written and verbal communication skills with attention to detail
- General knowledge of banking products and services
- Ability to be self-directed
- Preferred: Master's Degree
- Preferred: CCTS Certified Corporate Trust Specialist
- Supervise a team of associates including hiring, coaching and development
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits