Corporate Trust Relationship Consultant
Core
Manages the set-up, implementation, and administration of Corporate Trust Accounts and handles trust-related issues involving payment scheduling and client special requests.
Role type
Corporate Trust Relationship Consultant
Builds
Corporate Trust Accounts and client relationships
Domain
Banking / Trust Administration
Required skills
Trust administration, client relationship management, regulatory compliance, strategic client needs anticipation, internal/external stakeholder coordination, sales techniques, trust principles, tax matters
Preferred skills
Corporate Trust Administration, Investments
Technologies
Microsoft Office Suite (Excel, Word, PowerPoint, Outlook)
Responsibilities
Manages the set-up, implementation, and administration of Corporate Trust Accounts; Oversees and provides exceptional service for client relationships; Follows issues through to resolutions while meeting deadlines; Coordinates client service activities with other areas of the organization; Remains abreast of trends and developments in Corporate Trust; Understands clients' objectives and identifies and provides alternatives to appropriate stakeholders; Develops internal and external relationships with existing and new centers-of-influence
Seniority
Mid-level, hands-on IC