Client Relationship Manager, Corporate Trust

Western Alliance Bancorporation; Austin (TX); Remote; USD 130,000 - 166,000; Full time

Job summary

A leading financial services company is seeking a Municipal Client Relationship Manager to manage Public Finance clients and ensure excellent service delivery. The ideal candidate has over 8 years of experience in Corporate Trust, along with strong leadership and communication skills. This role offers a competitive salary and various benefits including medical insurance and a 401k matching program.

Benefits

Competitive salaries

401k matching program

Tuition assistance

Wellness program

Qualifications

• 8+ years of related experience in Corporate Trust or similar field.
• Advanced knowledge of regulatory compliance and banking operations.
• Ability to manage client relationships and deliver exceptional service.

Responsibilities

• Manage significant client relationships and ensure excellent client service delivery.
• Oversee day-to-day operations and reporting delivery to clients.
• Develop and maintain relationships with Corporate Trust clients.

Skills

Client relationship management

Banking operations knowledge

Leadership experience

Advanced communication skills

Education

Bachelor's degree or equivalent experience

Job description

Job Title: Municipal Client Relationship Manager, Corporate Trust

Location: Remote Florida

What you'll do:

As a Client Relationship Manager III you'll be responsible for managing significant client relationships and ensuring excellent client service delivery to the client base. You'll drive product efficiency projects and may lead other business-related projects. You'll work closely with new business development staff, serving as a collaborative business partner when supporting new business conversations with existing or prospective clients.

• You'll be assigned a portfolio of Public Finance clients requiring Trustee, Paying Agent, Escrow, custodial safekeeping services, and other traditional corporate trust services. You'll oversee the day-to-day operations and reporting delivery to those clients done with the client service associates assigned to your deals. Responsibilities include monitoring client inquiries, coordinating debt service bond payments, monitoring portfolio's compliance matters, resolving non-routine issues and escalating complex issues to the appropriate team member, as needed.

• In conjunction with business development officers, you'll be responsible for developing and maintaining relationships with the Public Finance Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Review and accept new client relationships based on business line account acceptance policies and procedures. In addition to managing Public Finance clients you in conjunction with the Business Development officers will be responsible for developing relationships with external intermediaries supporting the Public Finance business.

• Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients; build exceptional predictable levels of service; resolve problems quickly and effectively. Identify and escalate business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinate the development and implementation of operational changes within the unit. May be responsible for meeting specific revenue, new business, and expense goals. Train staff to successfully meet business objectives.

• Review client reporting and work with clients and other interested parties on any issues or changes needed. Make sure clients are getting the required information at all times. Respond to all queries from interested parties.

What you'll need:

• 8+ years of related experience in Corporate Trust or similar field.
• Bachelor's degree or equivalent experience required.
• Previous leadership experience required.
• Advanced knowledge of general banking operations, including deposit operations, loan administration, treasury management and/or other commercial banking products and services.
• Advanced knowledge of applicable regulatory and legal compliance obligations, rules and regulations, industry standards and practices.
• Advanced speaking and writing communication skills.
• May require up to 25% travel.

Compensation: Salary range for new hires is generally $130,000.00 - $165,982.00. Salary amount is determined by specific job location. In addition, the role may be eligible for annual bonus/incentives earned and restricted stock.

Benefits you'll love:

We offer all the important things you'd want - like competitive salaries, an ownership stake in the company, medical and dental insurance, time off, a great 401k matching program, tuition assistance program, an employee volunteer program, and a wellness program. In addition, you'll have the opportunity to bolster your business knowledge, learning the ins and outs of how successful companies operate and manage their finances, giving you invaluable hands-on experience to help grow your career!

Western Alliance Bancorporation is committed to equal employment and will consider all qualified applicants without regard to race, sex, color, religion, age, nation origin, marital status, disability, protected veteran status, sexual orientation, gender identity or genetic information. Western Alliance Bancorporation is committed to working with and providing reasonable accommodations for individuals with disabilities. If you are an individual with a disability and require a reasonable accommodation to complete any part of the application process and/or need an alternative method of applying, please email [e-mail] or call 602-386-2488.