Corporate Trust & Escrow Services Account Analyst II

Truist; Charlotte (NC); On-site; USD 65,000 - 100,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

Disability

401(k)

Paid time off

Paid holidays

Pension plan

Job summary

Truist Financial Corporation seeks an Account Analyst II to support corporate trust and escrow services account administration, compliance, and operations. You will assist in onboarding new accounts and work with the CTES team to meet growth goals and client needs.

The role requires strong communication, attention to detail, and experience in account administration within a corporate trust setting. Travel may be involved as part of client service and relationship support.

Qualifications

• 5+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services.
• Strong verbal and written communication skills.
• Ability to deal with complex situations that require sound judgment.
• Proficient in Microsoft Office applications.
• Willingness to travel, occasionally overnight.
• Working knowledge of Trust and Agency software packages and applications.

Responsibilities

• Support client onboarding policies and procedures.
• Support account administration policies and procedures.
• Utilize Corporate Trust and Escrow Services systems and technology.
• Provide client support including responding to direct client requests and coordinating documents.
• Ensure accuracy and quality in the administration of assigned accounts.

Skills

Corporate trust experience

Account administration

Strong communication

Problem solving

Microsoft Office

Travel flexibility

Trust software knowledge

Tools

Trust software

Job description

Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description:

JOB SUMMARY

The Account Analyst II of Corporate Trust Escrow Services Administration is responsible for participation in corporate trust and escrow services account administration, compliance, and operational functions. Corporate Trust and Escrow Services ("CTES"). Support the attainment of regional growth goals through on-boarding new account administration activities. Corporate Trust and Escrow Services provides broad transactional expertise to help Commercial and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across a variety of solutions and transaction roles including: corporate and municipal bond trustee; commercial escrow agent; M&A administration; Insurance and regulatory trustee; and loan administration services.

ESSENTIAL DUTIES AND RESPONSIBILITIES

Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. Work in conjunction with the Relationship Manager, Client Manager II, Client Manager I, and Account Analyst III Lead to ensure uniformity, efficiency and quality in the administration of all accounts assigned to the regional office; assists Manager(s) of Corporate Trust and Escrow Services Administration in the implementation of all administrative procedures to comply with department policy and audit requirements.

• 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 which may be general or complex in nature. Provide client support including responding to direct client requests; coordinating, facilitating, and processing information and documents pertaining to their assigned client managers trust and agency accounts.

This position will be responsible for efficiently and accurately responding to requests from clients, processing a high volume of data and ensuring accuracy of work within the team. Enhance favorable working relationships with customers, attorneys, Certified Public Accountants and other related professionals to assure quality service.

The Account Analyst II will take ownership of solving client problems and be the CTES voice to the client in the absence of the Relationship Manager, Client Manager II, Client Manager I, and Account Analyst III Lead.

Keep Manager(s) of Corporate Trust and Escrow Services Administration informed of administrative progress, complex issues, problems and complaints; makes suggestions to Manager(s) of Corporate Trust and Escrow Services Administration for improvements and enhancements which will better assure quality service.

Responsible for delivering our purpose and providing an inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.

Responsible for all Corporate Trust and Escrow Services Administration risk management ensuring all objectives with respect to compliance and operational risk are met.

QUALIFICATIONS

Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• 1. 5 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services or 7 years of general business experience
• 2. Strong verbal and written communication skills
• 3. Demonstrated ability to deal with complex situations that require sound judgment
• 4. Problem-solving ability
• 5. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• 6. Ability to travel, occasionally overnight
• 7. Working knowledge of the Trust and Agency software packages and applications.
• 8. Proven experience in account administration and client service.
• 9. Must be transfer agent compliant in this role including fingerprinting and acceptable background check prior to employment

General Description of Available Benefits for Eligible Employees of Truist Financial Corporation

• All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
• Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates.
• Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
• Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.
• As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.

Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law.

Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work About Truist Truist is a purpose-driven financial services company, formed by the historic merger of equals of BB&T and SunTrust. We serve clients in a number of high-growth markets in the country, offering a wide range of financial services. At Truist, our purpose is to inspire and build better lives and communities. That happens through real care to make things better. To meet client needs, to empower teammates, and to lift up communities. Learn more about Truist on truist.com.