Senior Corporate Trust & Escrow Relationship Manager

Truist Financial Corporation; Charlotte (NC); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

AD&D

401k plan

Paid vacation

Sick days

Paid holidays

Job summary

Truist in Charlotte, NC is seeking a Relationship Manager for Corporate Trust and Escrow Services Administration to manage sensitive accounts and develop new business partnerships. You will work with CTES teams to ensure efficient account administration and risk management.

The role requires 8+ years in corporate trust, strong communication, ability to interpret trust documents, and travel as needed. You will mentor staff, support business development, and help deliver Truist's commitment to

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years of corporate and institutional transactional experience in CTES.
• Strong verbal and written communication skills.
• Ability to read and understand trust agreements and related documents.
• Proven relationship-management experience.
• Proficient with Microsoft Office.

Responsibilities

• Promote uniformity, efficiency and quality in regional account administration.
• Assist in implementing procedures compliant with policy and audit requirements.
• Collaborate with Business Development Leaders on account assignments and risk-based decisions.
• Serve as primary relationship manager for assigned trust/agency accounts.
• Provide technical support and contribute to staff training and development.
• Communicate investment processes with customers and staff.
• Maintain favorable relationships with attorneys, CPAs, and related professionals.
• Inform CTES Administration Manager of progress and issues, propose improvements.

Skills

Relationship management

Communication

Problem solving

Contract interpretation

Microsoft Office

Travel flexibility

Team collaboration

Education

Bachelor's Degree or equivalent

Tools

Microsoft Office

Trust/Agency software

Job description

Truist in Charlotte, NC is seeking a Relationship Manager for Corporate Trust and Escrow Services Administration to manage sensitive accounts and develop new business partnerships. You will work with CTES teams to ensure efficient account administration and risk management.

The role requires 8+ years in corporate trust, strong communication, ability to interpret trust documents, and travel as needed. You will mentor staff, support business development, and help deliver Truist's commitment to