Corporate Trust Associate Relationship Manager Sr.
About The Position
This is a lead role that provides general administrative support to existing Corporate Trust clients with payment activities. It involves identifying ongoing training opportunities and preparing material for team meetings, such as best practice material and procedural reminders. Senior Associates serve as the primary point of contact for Disbursement and Data Associate questions or support, offering leadership on answering questions about documents, set-ups, and how-to procedures. A firm understanding of governing deal documents is essential, and the role requires being a Subject Matter Expert on at least one or more foundational ARM functions. The position includes providing internal training, mentoring, and guidance for new associates, and supporting one or more dedicated Relationship Managers with a full load of clients and transactions. The role is capable of resolving intermediate administrative issues and providing support to client staff, including some non-routine support. Responsibilities also include responding to client inquiries, answering questions regarding products and services, and working with Relationship Managers and/or Legal on more complex accounts and related items, assisting with monitoring activities. Participation in cross-training to learn other Corporate Trust roles and provide support is expected. The role is responsible for establishing a network of strategic contacts with a keen focus on customer experience and how to deliver it through associate engagement, technology, workflows, and processing. Other duties as assigned.
Requirements
- Bachelor’s degree or equivalent work experience
- 4-6 years relevant experience
- Highly customer focused with strong customer service and networking skills
- Ability to manage multiple projects and timelines
- Exceptional verbal and written communication with attention to detail
- Knowledge of banking and institutional products and services
- Knowledge of fee billing structures and processes
- Self-directed skills
- Firm understanding of governing deal documents
Nice To Haves
- Demonstrates broad knowledge of banking products and services
- Demonstrates knowledge of Trust products
- Demonstrates knowledge of trust systems
- Familiar with aviation and large ticket collateral review
- General knowledge of money movement
- Prior CT, Compliance or Legal experience
Responsibilities
- Lead role that provides general administrative support to existing Corporate Trust clients with payment activities
- Identify ongoing training opportunities and prepare material during team meetings such as best practice material and procedural reminders.
- Serve as primary point of contact on Disbursement and Data Associate questions or support.
- Be the Subject Matter Expert on at least one or more foundational ARM functions
- Provide internal training/mentoring and guidance for new associates
- Support one or more dedicated Relationship Managers with a full load of clients and transactions
- Capable of resolving intermediate administrative issues and providing support to client staff, including some non-routine support
- Respond to client inquiries, answers questions regarding products and services
- Work with Relationship Managers and/or Legal on more complex accounts and related items and assist with monitoring activities
- Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
- Responsible for establishing a network of strategic contacts.
- Will have keen focus on the customer experience and how to deliver it through associate engagement, technology, workflows, & processing.
- Other duties as assigned
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
Associate degree
