Corporate Trust RM II: Client Relationships & Compliance

WSFS Bank; New York (NY); On-site; USD 77,390 - 127,139; Full time

Benefits offered by this job

Incentive and retention awards

Medical, dental, and vision coverage

401(k) plan

Insurance (life, disability)

FSAs/HSAs

Wellness programs

Paid parental leave

Vacation and paid time off

Sick leave

Paid holidays

Job summary

WSFS Bank in New York seeks a Corporate Trust Relationship Manager II in its Wealth Division to oversee a book of accounts, onboard and close new transactions, and ensure compliance with governing documents and policies. You will promote teamwork, lead administrators, and maintain strong client relationships.

The role requires strong MS Office knowledge, experience with governing documents, and at least 10 years in corporate trust, with a focus on risk mitigation and service excellence.

Qualifications

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
• Strong knowledge of MS Office Suite is required. Knowledge of SWP platform is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products, and related bank and regulatory regulations.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

Responsibilities

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies

Skills

Relationship management

Communication skills

Attention to detail

Independent work

Multitasking

Tools

MS Office Suite

SWP platform

Job description

WSFS Bank in New York seeks a Corporate Trust Relationship Manager II in its Wealth Division to oversee a book of accounts, onboard and close new transactions, and ensure compliance with governing documents and policies. You will promote teamwork, lead administrators, and maintain strong client relationships.

The role requires strong MS Office knowledge, experience with governing documents, and at least 10 years in corporate trust, with a focus on risk mitigation and service excellence.