Corporate Trust Team Manager

About the role

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers (ARM) and Relationship Managers (RM). This role will also be able to handle all levels of responsibilities that the RM III, II and I perform in cultivating highly significant customer relationships.

Responsibilities

• Provide day-to-day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow up.
• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust.
• Be responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
• Review legal documents to ensure operational mechanics are appropriate.

Requirements

How You’ll Spend Your Time

• You will provide day-to-day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow up.
• You will recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust.
• You will be responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
• You will review legal documents to ensure operational mechanics are appropriate.

Qualifications

• A Bachelor's degree or equivalent work experience.
• At least seven (7) years of relevant experience.

Skills

Not specified

Benefits

Not specified

Pay

Compensation Ranges US Employees in California, Washington DC, New Jersey, and New York $83,810 - $131,550 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin $76,520 - $120,210 US Employees in all other states not listed above $69,230 - $109,120

Schedule

Not specified