Senior Corporate Trust Relationship Manager

WSFS Bank; Town of Texas (WI); On-site; USD 77,390 - 127,139; Full time

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

401(k) plan

Life insurance

Disability insurance

FSAs/HSAs

Wellness programs

Paid parental leave

Vacation time

Sick leave

Paid holidays

Job summary

WSFS Bank in Wisconsin is seeking a Corporate Trust Relationship Manager II to oversee a book of accounts and manage closing transactions within the Wealth Division. You will promote client relationships while ensuring compliance with bank policies and provide guidance to a team of administrators.

The role requires a decade of experience in corporate trust, a strong MS Office fluency, and the ability to interpret governing documents.

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

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries. Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies

Skills

Account management

Client relationships

Independent work

Multitasking

Communication skills

Tools

MS Office Suite

SWP platform

Job description

WSFS Bank in Wisconsin is seeking a Corporate Trust Relationship Manager II to oversee a book of accounts and manage closing transactions within the Wealth Division. You will promote client relationships while ensuring compliance with bank policies and provide guidance to a team of administrators.

The role requires a decade of experience in corporate trust, a strong MS Office fluency, and the ability to interpret governing documents.