Corporate Trust & Escrow Services Account Analyst II

Regular full-time position. Fluency in English required. 1st shift (United States of America).

About the role

The Account Analyst II of Corporate Trust Escrow Services Administration is responsible for participation in corporate trust and escrow services account administration, compliance, and operational functions. Support the attainment of regional growth goals through on-boarding new account administration activities.

Corporate Trust and Escrow Services (CTES) provides broad transactional expertise to help Commercial and Corporate clients in CCB, CIG, and Wealth meet their financial goals and deepen their relationship with Truist. CTES offers a highly skilled and experienced sales and service team across a variety of solutions and transaction roles, including:

• Corporate and municipal bond trustee
• Commercial escrow agent
• M&A administration
• Insurance and regulatory trustee
• Loan administration services

Responsibilities

• Work in conjunction with the Relationship Manager, Client Manager II, Client Manager I, and Account Analyst III Lead to ensure uniformity, efficiency, and quality in the administration of all accounts assigned to the regional office; assist Manager(s) of Corporate Trust and Escrow Services Administration in the implementation of all administrative procedures to comply with department policy and audit requirements.
• Support Client Onboarding policies and procedures.
• Support Account Administration policies and procedures.
• Utilize Corporate Trust and Escrow Services systems and technology.
• Provide primary support to client manager's assigned trust and/or agency accounts, which may be general or complex in nature.
• Provide client support including responding to direct client requests; coordinating, facilitating, and processing information and documents pertaining to their assigned client managers' trust and agency accounts.
• Efficiently and accurately respond to requests from clients, process a high volume of data, and ensure accuracy of work within the team.
• Enhance favorable working relationships with customers, attorneys, Certified Public Accountants, and other related professionals to assure quality service.
• Take ownership of solving client problems and serve as the CTES voice to the client in the absence of the Relationship Manager, Client Manager II, Client Manager I, and Account Analyst III Lead.
• Keep Manager(s) of Corporate Trust and Escrow Services Administration informed of administrative progress, complex issues, problems, and complaints; make suggestions for improvements and enhancements to better assure quality service.
• Deliver Truist’s purpose and provide an inclusive, team-oriented culture aligned with Truist’s purpose, mission, and values.
• Ensure all Corporate Trust and Escrow Services Administration risk management objectives with respect to compliance and operational risk are met.

Requirements

• 5 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services or 7 years of general business experience.
• Strong verbal and written communication skills.
• Demonstrated ability to deal with complex situations that require sound judgment.
• Problem-solving ability.
• Proficiency in basic computer applications, such as Microsoft Office software products.
• Ability to travel, occasionally overnight.
• Working knowledge of Trust and Agency software packages and applications.
• Proven experience in account administration and client service.
• Must be transfer agent compliant in this role, including fingerprinting and acceptable background check prior to employment.

Benefits

All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may vary by division. Benefits include:

• Medical, dental, and vision insurance.
• Life insurance, disability, and accidental death and dismemberment coverage.
• Tax-preferred savings accounts and a 401k plan.
• No less than 10 days of vacation (prorated based on date of hire and full-time/part-time status) during the first year of employment, along with 10 sick days and paid holidays.
• Depending on the position and division, may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan.