Corporate Trust & Escrow Services Relationship Manager

Truist Bank • Charlotte, NC

3d

About The Position

The Relationship Manager of Corporate Trust and Escrow Services Administration manages sensitive and challenging accounts assigned to Corporate Trust and Escrow Services (CTES), builds new business partner relationships, and cultivates existing partner relationships. The role contributes to regional growth goals through active participation in business development.

CTES provides transactional expertise to Commercial and Corporate clients in CCB, CIG, and Wealth, helping them meet financial goals and deepen their relationship with Truist. Its services include corporate and municipal bond trustee services, commercial escrow agency, M&A administration, insurance and regulatory trustee services, and loan administration services.

Requirements

• Bachelor’s degree or equivalent education and related training.
• At least 8 years of corporate and institutional transactional experience in Corporate Trust and Escrow Services.
• Strong verbal and written communication skills.
• Ability to read and understand contractual agreements, including Trust Indentures, Escrow and Custodial Agreements, Registrar and Paying Agent Agreements, and other standard trust-related agreements.
• Problem-solving ability.
• Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel, occasionally overnight.
• Working knowledge of Trust and Agency software packages and applications.
• Proven experience in relationship management.
• Must be transfer agent compliant in this role, including fingerprinting and an acceptable background check prior to employment.

Responsibilities

• Work with CTES Administration Managers to promote uniformity, efficiency, and quality in the administration of accounts assigned to the regional office.
• Assist with implementing administrative procedures that comply with department policy and audit requirements, including client onboarding, account administration, and use of CTES systems and technology.
• Work with Business Development Leaders and CTES Administration Managers 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, which may be complex and sensitive.
• Provide technical support and participate in supervising, training, and developing support personnel through delegated duties and assignments.
• Communicate 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 Managers 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.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• Disability insurance
• Accidental death and dismemberment coverage
• Tax-preferred savings accounts
• 401(k) plan
• Vacation time
• Sick days
• Paid holidays
• May be eligible for a defined benefit pension plan, restricted stock units, and/or a deferred compensation plan, depending on position and division

What This Job Offers

• Job Type: Full-time
• Career Level: Senior