Corporate Trust Administrator - Chicago

About the role

Zions Bancorporation is a leading financial services company with over $70 billion in assets. They operate in 11 western states and are committed to supporting their local communities and customers.

Responsibilities

• Manage and administer a portfolio of corporate trust accounts, including municipal bonds, escrows, and other fiduciary relationships.
• Review and interpret governing documents to ensure compliance with terms and conditions.
• Work closely with clients and business partners to maintain high levels of customer service, communication, and satisfaction.
• Prepare calculations, such as rates, debt service, accrued interest, etc.
• Prepare and settle investment trades.
• Generate internal reports and complete audit confirmations as requested.
• Open and close accounts, monitor account compliance, and file all account related documents.
• Adhere to details and multiple daily deadlines while working well under pressure.
• Perform other duties as requested.

Requirements

• College degree with banking experience, preferably in trust administration.
• Advanced knowledge of corporate trusts, trust regulations, agencies, escrows, banking.
• Excellent problem resolution, analysis, document review and sales skills.
• Clear communication, strong problem solving and critical thinking skills.
• Exceptional organizational, time management and communications skills, both verbal and written, to build customer relationships and prepare and document audits and reports.
• Highly detail oriented.
• Proficient in MS Office programs, especially Excel.

Qualifications

A combination of education and experience may meet job requirements.

Skills

• Banking experience
• Trust administration experience
• Corporate trust knowledge
• Document review and interpretation
• Customer service and communication skills
• Problem-solving and critical thinking skills
• Organizational and time management skills
• Detail-oriented
• MS Office proficiency, especially Excel

Benefits

• Medical, Dental, and Vision Insurance
• Life and Disability Insurance
• Paid Parental Leave and Adoption Assistance
• Health Savings (HSA), Flexible Spending (FSA), and dependent care accounts
• Paid Training
• 20 days of Paid Time Off (PTO)
• 11 Paid Federal Holidays, and any applicable state holidays
• 401(k) plan with company match, Profit Sharing
• Competitive compensation in line with work experience
• Mental health benefits including coaching and therapy sessions
• Tuition Reimbursement for qualifying employees enrolled in an accredited degree program related to the needs of the business, maximum of $5,250 per calendar year, employees are eligible for the program upon hire
• Employee Ambassador preferred
• Banking products