Senior Corporate Trust Relationship Manager

WSFS Bank; Bellevue (WA); On-site; USD 77,390 - 127,139; Full time

Benefits offered by this job

Medical insurance

401(k) plan

Dental coverage

Vision coverage

Wellness programs

Job summary

WSFS Bank is seeking a Corporate Trust Relationship Manager II to oversee a book of accounts, develop client relationships, and deliver exceptional service. In the Wealth Division, you will manage account administration, close transactions, mentor staff, and help drive revenue while complying with regulations.

Candidates typically bring 10+ years in Corporate Trust, strong MS Office skills, and excellent communication; salary range $77,390.00 - $127,139.75 may vary by location and experience.

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

• Manage a book of accounts by performing duties under governing documents, developing and maintaining client relationships and providing excellent customer experience.
• Handle account administration and may manage moderate to complex accounts.
• Close new transactions by reviewing and negotiating governing documents; coordinate closing activities; discuss issues with counsel and client; elicit information to understand customer needs.
• Provide leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving issues and responding promptly to inquiries.
• Collaborate with internal and external clients; influence clients and centers of influence.
• Identify business risks and operational challenges; mitigate risk to improve processes.
• Contribute to short- and long-term strategies to meet revenue and expense goals.
• Demonstrate an in-depth knowledge of policies.

Skills

Corporate Trust

MS Office

Client relations

Regulatory knowledge

Communication

Analytical thinking

Multitasking

Tools

SWP platform

Job description

WSFS Bank is seeking a Corporate Trust Relationship Manager II to oversee a book of accounts, develop client relationships, and deliver exceptional service. In the Wealth Division, you will manage account administration, close transactions, mentor staff, and help drive revenue while complying with regulations.

Candidates typically bring 10+ years in Corporate Trust, strong MS Office skills, and excellent communication; salary range $77,390.00 - $127,139.75 may vary by location and experience.