Corporate Trust Relationship Specialist

U.S. Bank • Houston, TX

2d • Onsite

About The Position

U.S. Bank Global Corporate Trust Services is one of the largest providers of corporate trust services worldwide. Through 48 domestic offices and three international offices, we deliver trustee, agency, escrow, document custody, and money market issuing services to a diverse global client base. The Corporate Trust Relationship Specialist will act as a client lead for a large client relationship, a key CLO revenue client, with added responsibilities including leading customer calls, coaching junior staff, and partnering with management to ensure teams are operating efficiently and proactively monitoring data for reporting. They provide service to customers with regard to account information, questions, problems, education, or other requests, and develop and complete a customer calling program to drive customer satisfaction, retention, and the identification of repeat and new business opportunities. Additionally, this position will monitor aged receivables reports to better understand customer receivable status and collect fee receivables in excess of 60 days past due, while delivering a level of customer service commensurate with fee revenue to maximize profitability across a book of accounts.

Requirements

• Bachelor's degree, or equivalent work experience
• Three to five years of experience in corporate trust and sales activities or related field

Nice To Haves

• Basic knowledge of account management, trust operations, and legal regulations
• Strong project management and problem-solving skills
• Excellent interpersonal, verbal and written communications skills

Responsibilities

• Act as a client lead for a large client relationship, a key CLO revenue client.
• Lead customer calls.
• Coach junior staff.
• Partner with management to ensure teams are operating efficiently.
• Proactively monitor data for reporting.
• Provide service to customers with regard to account information, questions, problems, education, or other requests.
• Develop and complete a customer calling program to drive customer satisfaction, retention, and the identification of repeat and new business opportunities.
• Monitor aged receivables reports to better understand customer receivable status.
• Collect fee receivables in excess of 60 days past due.
• Deliver a level of customer service commensurate with fee revenue to maximize profitability across a book of accounts.

Benefits

• Healthcare (medical, dental, vision)
• Basic term and optional term life insurance
• Short-term and long-term disability
• Pregnancy disability and parental leave
• 401(k) and employer-funded retirement plan
• Paid vacation (from two to five weeks depending on salary grade and tenure)
• Up to 11 paid holiday opportunities
• Adoption assistance
• Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

What This Job Offers

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