Strategic Trust & Fiduciary Relationships Manager

Hancock Whitney Corp.; New Orleans (LA); On-site; USD 90,000 - 120,000; Full time

Job summary

Hancock Whitney Corp. in New Orleans seeks a Trust Relationship Manager 2 to develop and manage complex client relationships across Trust, Fiduciary Services and Investment Management Services.

You will drive new business, ensure compliance, and collaborate with attorneys, CPAs, and beneficiaries to optimize outcomes. The role requires a bachelor’s degree and 5 years of relationship management experience in banking or financial services, with strong knowledge of governing documents and

Qualifications

• Bachelor’s degree in business or related field.
• 5 years of relationship management experience in banking or financial services.
• An equivalent combination of education and experience may be considered.

Responsibilities

• Manages and develops new business for various types of Trust relationships.
• Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
• Analyzes, studies, and gains full understanding of governing documents.
• Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remainder men.
• Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required.
• Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations.
• Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.
• Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account.
• Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance.
• Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
• Advises management and members of the trust administrative committee on questions regarding the acceptability of trust assets and the proper use of income or corpus for accounts being managed.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Advises or consults with other officers on details of proposed business plans.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Responsible for achieving sales goals set by management.
• Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tools.

Skills

Relationship management

Education

Bachelor’s degree

Job description

Hancock Whitney Corp. in New Orleans seeks a Trust Relationship Manager 2 to develop and manage complex client relationships across Trust, Fiduciary Services and Investment Management Services.

You will drive new business, ensure compliance, and collaborate with attorneys, CPAs, and beneficiaries to optimize outcomes. The role requires a bachelor’s degree and 5 years of relationship management experience in banking or financial services, with strong knowledge of governing documents and