Escrow & Corporate Trust 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

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.