Senior Corporate Trust & Escrow Relationship Manager

Truist Financial Corporation; Jacksonville (FL); On-site; USD 110,000 - 160,000; Full time

Benefits offered by this job

Medical insurance

Dental & Vision insurance

Life insurance

Disability insurance

401(k) plan

PTO 10 days yearly (pro-rated)

Job summary

Truist seeks a Senior Relationship Manager for Corporate Trust and Escrow Services Administration to handle sensitive accounts and partner relationships, driving regional growth through new business activities.

You will work with CTES teams to manage onboarding, account administration, and risk, ensuring compliance with policies and audit requirements while delivering high-quality service to Commercial and Corporate clients.

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 (e.g. Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements).
• Problem-solving ability.
• Proficient in basic computer applications, such as Microsoft Office.
• Ability to travel, occasionally overnight.
• Working knowledge of Trust and Agency software packages and applications.
• Proven experience in relationship management.
• Must be transfer agent compliant and pass fingerprinting/background check.

Responsibilities

• Promote uniformity, efficiency and quality in CTES 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 supervise/develop support personnel.
• Communicate investment process with customers and staff.
• Maintain relationships with customers, attorneys, CPAs and related professionals.
• Keep CTES Managers informed of progress and issues; suggest improvements.
• Deliver Truist's purpose and foster an inclusive team culture.
• Manage CTES Administration risk to meet compliance and risk objectives.

Skills

Relationship management

Corporate Trust

Communication skills

Contractual agreements knowledge

Microsoft Office

Travel ability

Education

Bachelor's Degree or equivalent

Corporate Trust/Escrow experience

Tools

Trust and Agency software

CRM systems

Job description

Truist seeks a Senior Relationship Manager for Corporate Trust and Escrow Services Administration to handle sensitive accounts and partner relationships, driving regional growth through new business activities.

You will work with CTES teams to manage onboarding, account administration, and risk, ensuring compliance with policies and audit requirements while delivering high-quality service to Commercial and Corporate clients.