Develop and maintain client relationships for simple to mid-level accounts and sometimes large, critical, and complex accounts
Sell and promote Corporate Trust products and services to new and existing clients to increase account profit
Review and negotiate contractual documents
Coordinate with internal partners on deal closings, amendments, and supplements
Act as the primary client contact through proactive communication and consultation
Coordinate internal partners for effective delivery of Corporate Trust products and services
Provide limited support for new account sales
Establish controls and proactively support risk management in line with risk policy, framework, and appetite
Understand key business procedures and associated risks and controls for each client and deal
Recognize issues or problems and determine when to escalation or handle independently
Requirements 4+ years of experience in one or a combination of Corporate Trust, Financial Services, Account Management, Servicing, Operations, production or general office workplace, demonstrated through work or in lieu of military experience
Bachelor’s Degree preferred
Relationship/Account Management experience
Excellent verbal, written and interpersonal communication skills
Ability to read and interpret complex legal documents
Ability to navigate multiple computer systems and applications
Effective organizational, multi-tasking and prioritizing skills
Solid PC skills, including proficiency with MS Excel and Access
Ability to work in a high-pressure and time-sensitive environment
Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs and recommending solutions
Strong analytical skills with high attention to detail and accuracy
Ability to interact with all levels of an organization
Proven leadership skills
Core Competencies Demonstrates expertise in Corporate Trust and Financial Services with a strong focus on Relationship Management, risk management, and effective communication. Proven ability to navigate complex legal documents and deliver client-focused solutions in high-pressure environments.
Highest-signal resume keywords Corporate Trust Experience
Relationship Management
Contract Negotiation
Analytical Skills
Customer Service Focus
Hard Skills Account Management
Risk Management
Legal Document Interpretation
Multi-Tasking
MS Excel Proficiency
MS Access Proficiency
Soft Skills Excellent Communication Skills
Organizational Skills
Interpersonal Skills
Leadership Skills
Attention to Detail
Industry Keywords Financial Services
Client Relationships
High-Pressure Environment
Customer Needs Assessment
Tools & Technologies Computer Systems
Applications