Corporate Trust Relationship Specialist
About The Position
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One. 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
- Incentive and recognition programs
- Equity stock purchase
- 401(k) contribution and pension
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
