Corporate Trust & Escrow Services Relationship Manager

Truist; Jacksonville (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision, life

Disability and AD&D

401k and retirement plans

Paid vacation and sick days

Holiday pay

Job summary

Truist Financial Corporation is seeking a Relationship Manager for Corporate Trust and Escrow Services Administration. You will oversee assigned accounts, promote process efficiency, ensure compliance with department policies, and collaborate with business development leaders to support regional growth.

The role requires strong communication skills, extensive experience in corporate trust/escrow, and the ability to manage sensitive relationships with clients, attorneys and CPAs while training

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 (Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements).
• Problem-solving ability.
• Proficiency in basic computer applications, including Microsoft Office.
• 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 with fingerprinting and acceptable background check prior to employment.

Responsibilities

• Work with Managers of Corporate Trust and Escrow Services Administration to promote uniformity, efficiency and quality in account administration.
• Assist in implementing administrative procedures that comply with department policy and audit requirements (onboarding, account administration, CTES systems).
• Collaborate with Business Development Leaders on account assignments and assess new business opportunities using risk metrics.
• Serve as the primary relationship manager for assigned trust and/or agency accounts.
• Provide technical support and participate in supervision and training of staff.
• Communicate the investment process with customers and investment staff.
• Maintain favorable relationships with customers, attorneys and CPAs to support service quality and business development.
• Inform CTES Administration Managers of progress, issues and complaints, and suggest improvements.
• Support Truist’s purpose and an inclusive, team-oriented culture.
• Manage CTES Administration risk to meet compliance and operational risk objectives.

Skills

Corporate Trust

Escrow Services

Relationship management

Verbal & written communication

Problem solving

Microsoft Office

Travel availability

Understanding contractual agreements

Team training/supervision

Fingerprinting/background check

Education

Bachelor's degree or equivalent education

Tools

Trust & Agency software packages

Microsoft Office

Job description

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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.

QUALIFICATIONS

1. Bachelor's Degree or equivalent education and related training
2. 8 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services
3. Strong verbal and written communication skills
4. 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)
5. Problem-solving ability
6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
7. Ability to travel, occasionally overnight
8. Working knowledge of the Trust and Agency software packages and applications.
9. Proven experience in relationship management
10. 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.

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

Regular or Temporary: Regular

Language Fluency: English (Required)

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

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).

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.