Corporate Trust & Escrow Services Relationship Manager

Truist Financial Corporation; Jacksonville (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

Life insurance

Disability insurance

401(k) plan

PTO 10 days yearly (pro-rated)

Job summary

Truist seeks a Senior Relationship Manager for Corporate Trust and Escrow Services Administration to handle sensitive accounts and partner relationships, driving regional growth through new business activities.

You will work with CTES teams to manage onboarding, account administration, and risk, ensuring compliance with policies and audit requirements while delivering high-quality service to Commercial and Corporate clients.

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services.
• Strong verbal and written communication skills.
• Ability to read and understand contractual agreements (e.g. Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements).
• Problem-solving ability.
• Proficient in basic computer applications, such as Microsoft Office.
• Ability to travel, occasionally overnight.
• Working knowledge of Trust and Agency software packages and applications.
• Proven experience in relationship management.
• Must be transfer agent compliant and pass fingerprinting/background check.

Responsibilities

• Promote uniformity, efficiency and quality in CTES account administration.
• Assist in implementing procedures compliant with policy and audit requirements.
• Collaborate with Business Development Leaders on account assignments and risk-based decisions.
• Serve as primary relationship manager for assigned trust/agency accounts.
• Provide technical support and supervise/develop support personnel.
• Communicate investment process with customers and staff.
• Maintain relationships with customers, attorneys, CPAs and related professionals.
• Keep CTES Managers informed of progress and issues; suggest improvements.
• Deliver Truist's purpose and foster an inclusive team culture.
• Manage CTES Administration risk to meet compliance and risk objectives.

Skills

Relationship management

Corporate Trust

Communication skills

Contractual agreements knowledge

Microsoft Office

Travel ability

Education

Bachelor's Degree or equivalent

Corporate Trust/Escrow experience

Tools

Trust and Agency software

CRM systems

Job description

Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).

Regular or Temporary: Regular

Language Fluency: English (Required)

Work Shift: 1st shift (United States of America)

Please review the following job description:

The Relationship Manager of Corporate Trust and Escrow Services Administration is responsible for a challenging assignment of sensitive accounts and duties related to accounts assigned to Corporate Trust and Escrow Services (CTES), as well as new business partner relationships and cultivating existing partner relationships. Contribute to the attainment of regional growth goals through active participation in new business development 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 corporate and municipal bond trustee services, commercial escrow agency, M&A administration, insurance and regulatory trustee services, 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 with the Manager(s) of Corporate Trust and Escrow Services Administration to promote uniformity, efficiency and quality in the administration of accounts assigned to the regional office.
• Assist in implementing administrative procedures that comply with department policy and audit requirements, including client onboarding, account administration, and the use of CTES systems and technology.
• Work closely with Business Development Leaders and CTES Administration Manager(s) on account assignments and recommend acceptance or rejection of new business opportunities based on current bank risk metrics.
• Serve as the primary relationship manager for assigned trust and/or agency accounts that may be complex and sensitive in nature.
• Provide technical support and participate in the supervision, training and development of support personnel through delegated duties and assignments.
• Actively participate in communicating the investment process with customers and administrative and investment staff.
• Maintain favorable working relationships with customers, attorneys, Certified Public Accountants and other related professionals to support quality service and business development opportunities.
• Keep CTES Administration Manager(s) informed of administrative progress, complex issues, problems and complaints, and recommend improvements that support quality service.
• Deliver Truist's purpose and support an inclusive, team-oriented culture aligned with Truist's purpose, mission and values.
• Manage CTES Administration risk to ensure compliance and operational risk objectives are met.

Required Qualifications

• Bachelor's Degree or equivalent education and related training
• 8 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services
• Strong verbal and written communication skills
• Ability to read and understand contractual agreements (i.e. Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements, and other standard trust related agreements)
• Problem-solving ability
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
• Ability to travel, occasionally overnight
• Working knowledge of the Trust and Agency software packages and applications.
• Proven experience in relationship management
• 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. For more details on Truist's generous benefit plans, please visit our Benefits site. 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.

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