Corporate Trust Relationship Manager – II

This is a fully remote position, open to applicants in Virginia.

📋 Description

• Deliver medium to complex/non-routine support and take ownership of an assigned group of clients with trustee relationships.

• Engage with all levels of customer relationships.

• Accurately and promptly set up issues on all systems, prepare accounts for compliance review, and address compliance exceptions.

• Resolve intricate administrative issues and provide support to senior-level client staff.

• Independently service clients and address complex or atypical challenges.

• Offer daily support to existing institutional/corporate trust accounts, which includes billing administrative fees, suggesting fee increases, facilitating transaction closings, managing cash and investment transactions, overseeing cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, disseminating financial information, and administering trusts in accordance with governing documents.

• Act as a subject matter expert and represent the team in ongoing projects and efficiency initiatives.

• Provide guidance, mentorship, and developmental support to staff, especially the assigned Associate Relationship Manager.

• Propose and submit new business for approval by the Corporate Trust new business committee.

• Price business based on account structure in comparison to existing business, collaborating with the Business Development Officer as necessary.

• Review legal documents to confirm appropriate operational mechanics.

• Collaborate with corporate legal, compliance, and outside legal counsel to negotiate document provisions.

• Engage in cross-training and provide support for other Corporate Trust roles.

• Execute additional duties as assigned.

⛳️ Requirements

• Bachelor's degree or equivalent professional experience.

• 5 years of relevant financial and/or customer relationship management experience.

• Strong skills in client relationship management.

• Proven networking abilities and capacity to establish a network of strategic contacts.

• Capability to deliver a positive client experience through associate engagement, technology, workflows, and processing.

• Proficient in managing multiple projects and timelines.

• Ability to drive change through effective business planning.

• Exceptional written and verbal communication skills with a keen attention to detail.

• General understanding of banking products and services.

• Ability to work independently with self-direction.

🏝️ Benefits

• 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