Global Structured Finance Client Manager

Jobtailor; Illinois; On-site; USD 110,000 - 150,000; Full time

Job summary

Jobtailor is seeking a Corporate Trust Relationship Manager to develop and maintain relationships with Corporate Trust clients in coordination with business development officers. You will manage client value and review new relationships per policies.

The role requires deep knowledge of corporate trust and investment instruments, strong account management and risk mitigation skills, and the ability to resolve complex problems quickly while delivering quality service and meeting revenue goals.

Qualifications

• Bachelor’s degree or equivalent work experience is required.
• 5–7 years of relevant corporate trust experience.
• Knowledge of corporate trust, investment instruments, and trust operations.
• Ability to develop new business and resolve client issues quickly and effectively.

Responsibilities

• Develop and maintain relationships with Corporate Trust clients.
• Manage the value of client relationships for the organization.
• Review and accept new client relationships based on policies.
• Provide quality service responsive to client needs, wants, and expectations.
• Resolve client problems quickly and effectively.
• Collaborate with new business development staff on conversations with clients.
• Identify business risks and mitigate risk.
• Enhance operating systems and processes.
• Coordinate development and implementation of changes within the unit.
• Meet revenue, new business, and expense goals as applicable.
• Manage, hire, and/or train staff as applicable.

Skills

Corporate Trust Knowledge

Account Management

Trust Operations

Project Management

Business Development

Education

Bachelor’s degree, or equivalent work experience

Job description

• Develop and maintain relationships with Corporate Trust clients in conjunction with business development officers
• Manage the value of client relationships for the organization
• Review and accept new client relationships based on business line account acceptance policies and procedures
• Provide quality service responsive to client needs, wants, and expectations
• Resolve client problems quickly and effectively
• Collaborate with new business development staff on new business conversations with existing or prospective clients
• Identify business risks and operational challenges and mitigate risk
• Enhance operating systems and processes
• Coordinate development and implementation of operational changes within the unit
• Meet certain revenue, new business, and expense goals as applicable
• Manage, hire, and/or train staff as applicable

Requirements

• Bachelor’s degree, or equivalent work experience
• Typically five to seven years of relevant experience
• Thorough knowledge of corporate trust and investment instruments
• Thorough knowledge of account management, trust operations, project management, and legal regulations
• Basic knowledge of the applicable trust line of business, its products, processes, and related bank and regulatory regulations
• Ability to develop new business
• Ability to resolve complex problems with minimal guidance
• Ability to communicate quickly with clients to resolve client issues and disputes
• Effective interpersonal, verbal and written communication skills
• Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies

Core Competencies

Demonstrates expertise in corporate trust and investment instruments, account management, and trust operations while effectively managing client relationships and resolving complex issues. Proven ability to develop new business and enhance operational processes in compliance with legal regulations.

Highest-signal resume keywords

• Corporate Trust Knowledge
• Account Management
• Trust Operations
• Project Management
• Business Development

ATS Optimization Keywords

Hard Skills

• Corporate Trust
• Investment Instruments
• Account Management
• Trust Operations
• Project Management
• Legal Regulations
• Operational Changes
• Risk Mitigation
• Revenue Goals
• Expense Goals

Soft Skills

• Interpersonal Skills
• Verbal Communication
• Written Communication
• Problem Solving
• Client Relationship Management

Industry Keywords

• U.S. Bank Policies
• Code of Ethics
• Business Conduct
• Workplace Conduct
• Safety Policies