Client Relationship Manager – III

Jobtailor; Maryland; On-site; USD 120,000 - 180,000; Full time

Job summary

Jobtailor is seeking an accomplished senior professional to manage significant client relationships within Corporate Trust. You will lead product efficiency projects, collaborate with new business development, and oversee day-to-day client delivery with client service associates.

You will review and accept new client relationships, ensuring high-quality service aligned to client needs and regulatory requirements.

Qualifications

• 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.

Responsibilities

• Responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base.
• Drive product efficiency projects and may lead other business-related projects.
• Work closely with new business development staff.
• Oversee the day-to-day operations and reporting delivery to those clients done with the client service associates assigned to your deals.
• Review and accept new client relationships based on business line account acceptance policies and procedures.
• Provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients.
• Identify business risks and operational challenges and take steps to mitigate risk and enhance operating systems and processes.
• Coordinate the development and implementation of operational changes within the unit.
• Manage staff, hire new staff, and/or train staff to successfully meet business objectives.

Skills

Corporate Trust Experience

Leadership Experience

Banking Operations Knowledge

Regulatory Compliance Expertise

Client Relationship Management

Banking Operations

Deposit Operations

Loan Administration

Treasury Management

Commercial Banking Products

Risk Mitigation

Operational Change Implementation

Education

Bachelor's degree or equivalent experience

Job description

• responsible for managing significant client relationships and ensuring excellent client service and delivery to the client base
• drive product efficiency projects and may lead other business-related projects
• work closely with new business development staff
• oversee the day-to-day operations and reporting delivery to those clients done with the client service associates assigned to your deals
• review and accept new client relationships based on business line account acceptance policies and procedures
• provide quality service based on client needs, wants, and expectations; align actions accordingly; remain sensitive and responsive to both internal and external clients
• identify business risks and operational challenges and take steps to mitigate risk and enhance operating systems and processes
• coordinate the development and implementation of operational changes within the unit
• manage staff, hire new staff, and/or train staff to successfully meet business objectives

Requirements

• 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

Core Competencies

Demonstrates advanced knowledge of banking operations and regulatory compliance while effectively managing client relationships and leading teams to achieve business objectives. Strong communication skills and the ability to identify and mitigate operational risks are essential.

Highest-signal resume keywords

• Corporate Trust Experience
• Leadership Experience
• Banking Operations Knowledge
• Regulatory Compliance Expertise
• Client Relationship Management

Hard Skills

• Banking Operations
• Deposit Operations
• Loan Administration
• Treasury Management
• Commercial Banking Products
• Risk Mitigation
• Operational Change Implementation

Soft Skills

• Communication Skills
• Client Service Orientation
• Team Management

Industry Keywords

• Corporate Trust
• Regulatory Compliance
• Industry Standards
• Business Development
• Client Service Associates