Relationship Manager

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience.
• Responsible for all aspects of account administration and may handle moderate to complex accounts.
• Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
• Providing leadership, training, and guidance to Corporate Trust administrators.
• Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries.
• Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence.
• Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
• Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals.
• Demonstrate an in-depth knowledge of policies

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function.
• Strong knowledge of MS Office Suite is required.
• Knowledge of SWP platform is a plus.
• Experience reading and interpreting governing documents.
• Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions.
• Ability to manage multiple priorities, be open to change and demonstrate flexibility.
• Strong knowledge of corporate trust products, and related bank and regulatory regulations.
• Excellent verbal, interpersonal and written communication skills are required.
• Must have strong attention to detail with the ability to organize workflow.

Demonstrates extensive experience in Corporate Trust management, with a strong focus on client relationship development, account administration, and compliance with regulatory standards. Proven ability to lead teams, manage complex transactions, and enhance operational processes while ensuring client satisfaction.

• Corporate Trust Management
• Governing Document Interpretation
• Client Relationship Development
• MS Office Suite Proficiency
• Attention to Detail

• Corporate Trust Products Knowledge
• Governing Document Review
• Account Administration
• Transaction Closing Coordination
• Risk Mitigation Strategies

• Excellent Communication Skills
• Interpersonal Skills
• Organizational Skills
• Proactive Problem Solving
• Flexibility

• Regulatory Compliance
• Client Satisfaction
• Account Management
• Business Risk Identification
• Operational Challenges

• SWP Platform
• MS Office Suite