Corporate Trust & Escrow Services Relationship Manager

Relationship Manager Of Corporate Trust And Escrow Services AdministrationThe Relationship Manager of Corporate Trust and Escrow Services Administration is responsible for a challenging assignment of sensitive accounts and duties related to accounts assigned to Corporate Trust and Escrow Services (CTES), as well as new business partner relationships and cultivating existing partner relationships. Contribute to the attainment of regional growth goals through active participation in new business development activities. Corporate Trust and Escrow Services provides broad transactional expertise to help Commercial and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across corporate and municipal bond trustee services, commercial escrow agency, M&A administration, insurance and regulatory trustee services, and loan administration services.Essential Duties And ResponsibilitiesFollowing is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.· Work with the Manager(s) of Corporate Trust and Escrow Services Administration to promote uniformity, efficiency and quality in the administration of accounts assigned to the regional office.· Assist in implementing administrative procedures that comply with department policy and audit requirements, including client onboarding, account administration, and the use of CTES systems and technology.· Work closely with Business Development Leaders and CTES Administration Manager(s) on account assignments and recommend acceptance or rejection of new business opportunities based on current bank risk metrics.· Serve as the primary relationship manager for assigned trust and/or agency accounts that may be complex and sensitive in nature.· Provide technical support and participate in the supervision, training and development of support personnel through delegated duties and assignments.· Actively participate in communicating the investment process with customers and administrative and investment staff.· Maintain favorable working relationships with customers, attorneys, Certified Public Accountants and other related professionals to support quality service and business development opportunities.· Keep CTES Administration Manager(s) informed of administrative progress, complex issues, problems and complaints, and recommend improvements that support quality service.· Deliver Truist's purpose and support an inclusive, team-oriented culture aligned with Truist's purpose, mission and values.· Manage CTES Administration risk to ensure compliance and operational risk objectives are met.QualificationsRequired Qualifications:The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. Bachelor's Degree or equivalent education and related training2. 8 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services3. Strong verbal and written communication skills4. Ability to read and understand contractual agreements (i.e. Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements, and other standard trust related agreements)5. Problem-solving ability6. Demonstrated proficiency in basic computer applications, such as Microsoft Office software products7. Ability to travel, occasionally overnight8. Working knowledge of the Trust and Agency software packages and applications.9. Proven experience in relationship management10. Must be transfer agent compliant in this role including fingerprinting and acceptable background check prior to employment