Relationship Manager

Jobtailor; Maryland; On-site; USD 120,000 - 160,000; Full time

Job summary

Jobtailor seeks an experienced Corporate Trust Account Manager to manage a book of accounts, develop client relationships, and deliver an excellent customer experience in a fast-paced environment.

The role requires reading and interpreting governing documents, coordinating closing activities, and guiding Corporate Trust administrators to ensure compliance and timely transactions.

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

• Demonstrates extensive experience in Corporate Trust management, with a strong focus on client relationship development, account administration, and compliance with regulatory standards.
• Proven ability to lead teams, manage complex transactions, and enhance operational processes while ensuring client satisfaction.

Skills

Corporate Trust Management

Governing Document Interpretation

Client Relationship Development

MS Office Proficiency

Attention to Detail

Governing Document Review

Account Administration

Transaction Closing Coordination

Risk Mitigation Strategies

Regulatory Compliance

Communication Skills

Interpersonal Skills

Organizational Skills

Proactive Problem Solving

Flexibility

Tools

SWP Platform

MS Office Suite

Job description

• 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

Requirements

• 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.

Core Competencies

Demonstrates extensive experience in Corporate Trust management, with a strong focus on client relationship development, account administration, and compliance with regulatory standards. Proven ability to lead teams, manage complex transactions, and enhance operational processes while ensuring client satisfaction.

Highest-signal resume keywords

• Corporate Trust Management


• Governing Document Interpretation


• Client Relationship Development


• MS Office Suite Proficiency


• Attention to Detail

ATS Optimization Keywords

Hard Skills

• Corporate Trust Products Knowledge


• Governing Document Review


• Account Administration


• Transaction Closing Coordination


• Risk Mitigation Strategies

Soft Skills

• Excellent Communication Skills


• Interpersonal Skills


• Organizational Skills


• Proactive Problem Solving


• Flexibility

Industry Keywords

• Regulatory Compliance


• Client Satisfaction


• Account Management


• Business Risk Identification


• Operational Challenges

Tools & Technologies

• SWP Platform


• MS Office Suite