Senior Corporate Trust & Escrow Relationship Manager

Truist Bank; Florida; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401(k) plan

Paid vacation and holidays

Job summary

Truist Bank seeks a Relationship Manager for Corporate Trust and Escrow Services Administration. You will manage sensitive accounts, support onboarding, and drive new business opportunities while upholding CTES standards and regulatory requirements.

In this role you will work with executives to promote efficient administration, mentor staff, and maintain strong client relationships across corporate and municipal trustees, ensuring risk controls and service quality align with Truist’s goals and

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years in corporate and institutional transactional experience in Corporate Trust and Escrow Services.
• Strong verbal and written communication skills.
• Ability to read and understand contracts (trust indentures, escrow, custodian agreements).
• Problem-solving ability and attention to detail.
• Proficient in Microsoft Office applications.
• Must be able to travel occasionally overnight.
• Working knowledge of Trust and Agency software packages.

Responsibilities

• Promote uniformity, efficiency and quality in administration of accounts regionally.
• Assist in implementing procedures compliant with policies and audits, onboarding and account administration.
• Collaborate with Business Development Leaders on account assignments and assess opportunities based on risk metrics.
• Serve as primary relationship manager for complex and sensitive trust/agency accounts.
• Provide technical support and mentor staff through delegated duties.
• Communicate investment processes with customers and staff.
• Maintain favorable relationships with clients and professionals to support service quality.
• Inform CTES Managers of progress and propose improvements for quality service.
• Support Truist’s purpose and a collaborative, inclusive culture.
• Manage CTES Administration risk to meet compliance and risk objectives.

Skills

Strong verbal and writtencommunication

Problem-solving ability

Relationship management

Read and understand contracts

Travel availability

Microsoft Office proficiency

Transfer-agent compliance

Education

Bachelor's Degree or equivalent education

Tools

Trust and Agency software

Job description

Truist Bank seeks a Relationship Manager for Corporate Trust and Escrow Services Administration. You will manage sensitive accounts, support onboarding, and drive new business opportunities while upholding CTES standards and regulatory requirements.

In this role you will work with executives to promote efficient administration, mentor staff, and maintain strong client relationships across corporate and municipal trustees, ensuring risk controls and service quality align with Truist’s goals and