Senior Corporate Trust & Escrow Relationship Manager

TalentAlly; Jacksonville (FL); On-site; USD 100,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, vision, life

Disability and AD&D

401k and retirement plans

Paid vacation and sick days

Holiday pay

Job summary

Truist Financial Corporation is seeking a Relationship Manager for Corporate Trust and Escrow Services Administration. You will oversee assigned accounts, promote process efficiency, ensure compliance with department policies, and collaborate with business development leaders to support regional growth.

The role requires strong communication skills, extensive experience in corporate trust/escrow, and the ability to manage sensitive relationships with clients, attorneys and CPAs while training

Qualifications

• Bachelor's degree or equivalent education and related training.
• 8+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services.
• Strong verbal and written communication skills.
• Ability to read and understand contractual agreements (Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements).
• Problem-solving ability.
• Proficiency in basic computer applications, including Microsoft Office.
• Ability to travel, occasionally overnight.
• Working knowledge of the Trust and Agency software packages and applications.
• Proven experience in relationship management.
• Must be transfer agent compliant with fingerprinting and acceptable background check prior to employment.

Responsibilities

• Work with Managers of Corporate Trust and Escrow Services Administration to promote uniformity, efficiency and quality in account administration.
• Assist in implementing administrative procedures that comply with department policy and audit requirements (onboarding, account administration, CTES systems).
• Collaborate with Business Development Leaders on account assignments and assess new business opportunities using risk metrics.
• Serve as the primary relationship manager for assigned trust and/or agency accounts.
• Provide technical support and participate in supervision and training of staff.
• Communicate the investment process with customers and investment staff.
• Maintain favorable relationships with customers, attorneys and CPAs to support service quality and business development.
• Inform CTES Administration Managers of progress, issues and complaints, and suggest improvements.
• Support Truist’s purpose and an inclusive, team-oriented culture.
• Manage CTES Administration risk to meet compliance and operational risk objectives.

Skills

Corporate Trust

Escrow Services

Relationship management

Verbal & written communication

Problem solving

Microsoft Office

Travel availability

Understanding contractual agreements

Team training/supervision

Fingerprinting/background check

Education

Bachelor's degree or equivalent education

Tools

Trust & Agency software packages

Microsoft Office

Job description

Truist Financial Corporation is seeking a Relationship Manager for Corporate Trust and Escrow Services Administration. You will oversee assigned accounts, promote process efficiency, ensure compliance with department policies, and collaborate with business development leaders to support regional growth.

The role requires strong communication skills, extensive experience in corporate trust/escrow, and the ability to manage sensitive relationships with clients, attorneys and CPAs while training