Corporate Trust & Escrow Analyst II - Client Compliance

Truist; Jacksonville (FL); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability coverage

401k plan

Paid vacation and holidays

Job summary

The Account Analyst II of Corporate Trust Escrow Services Administration at Truist in Jacksonville, FL participates in corporate trust and escrow account administration, compliance, and related operations. You will support onboarding new accounts and ensure accuracy and efficiency within the CTES team.

You will work with Relationship Managers and other staff to provide high-quality client service, respond to requests, manage data, and help meet regional growth goals while maintaining risk

Qualifications

• 5+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services or 7 years of general business experience.
• Strong verbal and written communication skills.
• Ability to travel, occasionally overnight.
• Working knowledge of the Trust and Agency software packages and applications.
• Proven experience in account administration and client service.
• Must be transfer agent compliant in this role including fingerprinting and acceptable background check prior to employment.

Responsibilities

• Support of Client Onboarding policies and procedures.
• Support of Account Administration policies and procedures.
• Utilization of Corporate Trust and Escrow Services systems and technology.
• Primary support to client manager's assigned trust and/or agency accounts; respond to client requests and manage data.
• Enhance working relationships to assure quality service and act as CTES voice when needed.

Skills

Verbal communication

Written communication

Problem solving

Attention to detail

Tools

Microsoft Office

Job description

The Account Analyst II of Corporate Trust Escrow Services Administration at Truist in Jacksonville, FL participates in corporate trust and escrow account administration, compliance, and related operations. You will support onboarding new accounts and ensure accuracy and efficiency within the CTES team.

You will work with Relationship Managers and other staff to provide high-quality client service, respond to requests, manage data, and help meet regional growth goals while maintaining risk