Global Corporate Trust Relationship Specialist (CDO Onboarding Team)

US Bank • Charlotte, NC

295d • $75,820 - $98,120

About The Position

In conjunction with business development officers, responsible for developing and maintaining relationships with Corporate Trust clients with the primary focus of managing the value of these relationships to the organization. Reviews and accepts new client relationships based on business line account acceptance policies and procedures. Provides quality service based on client needs, wants, and expectations; aligns actions accordingly; remains sensitive and responsive to both internal and external clients; builds distinctive predictable levels of service; resolves problems quickly and effectively. Works closely with new business development staff, serving as a collaborative business partner when supporting new business conversations from existing or prospective clients. Identifies business risks and operational challenges and takes steps to mitigate risk and enhance operating systems and processes. Coordinates the development and implementation of operational changes within the unit. May be responsible for meeting certain revenue, new business and expense goals. May manage staff, hire new staff, and/or train staff to successfully meet business objectives. The role offers a hybrid/flexible schedule, which means there's an in-office expectation of 3 or more days per week and the flexibility to work outside the office location for the other days.

Requirements

• Bachelor's degree or equivalent work experience.
• Typically three or more years of relevant experience.

Nice To Haves

• Basic knowledge of corporate trust and investment instruments.
• Ability to resolve complex problems with minimal guidance.
• Ability to communicate quickly with clients to resolve client issues and disputes.
• Effective interpersonal, verbal and written communication skills.

Responsibilities

• Develop and maintain relationships with Corporate Trust clients.
• Review and accept new client relationships based on business line account acceptance policies.
• Provide quality service based on client needs, wants, and expectations.
• Align actions accordingly and remain sensitive to both internal and external clients.
• Build distinctive predictable levels of service.
• Resolve problems quickly and effectively.
• Collaborate with new business development staff to support new business conversations.
• Identify business risks and operational challenges.
• Mitigate risk and enhance operating systems and processes.
• Coordinate the development and implementation of operational changes.
• Meet certain revenue, new business, and expense goals.
• Manage staff, hire new staff, and/or train staff to meet business objectives.

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
• Industry: Credit Intermediation and Related Activities
• Education Level: Bachelor's degree