Relationship Manager I

About the role

We are an industry leader in corporate trust solutions providing innovative products and market expertise to our diverse client base, which includes major corporations in the private and public sectors as well as governments and institutions. With a best-in-class reputation built on our high-touch approach to client service, we are seeking individuals to join us and be a part of our exciting future as one of the top corporate trust firms in North America.

Responsibilities

• Develop and maintain strong customer relationships for small to midsized accounts within our ABS.
• Provide proactive communication and consultation, and coordinate with internal partners for the effective delivery of CCT products and services; ensure customer satisfaction through designing and implementing a relationship plan that meets customer needs.
• Represent CCT in developing and maintaining client relationships; sell and promote CCT products and services to existing clients; contract document review, negotiation, and management of BSA/AML activities including periodic review; manage outstanding fee receivables, negotiate the supplement/amendment process.
• Participate in in-person client visits. May participate in closing of deals.

Requirements

Minimum of 4 years of financial services, corporate trust services or account management required. Delaware relationship/client management experience. Familiarity with Delaware Statutory Trusts. Strong analytical skills with high attention to detail and accuracy. Ability to work independently, proactively, innovatively, and creatively, while exercising sound judgment.

Qualifications

Passion for customer service and sales, with a desire to be part of a globally diverse organization.

Skills

• Expertise in customer service and sales with a focus on client success.

Benefits

Parental Leave, Health and Wellbeing, Paid Time Off, Retirement Savings, Income Protection, Employee Share Plan, Tuition Reimbursement, Cash Bonus Recruitment Referral Programs.

Pay

The base pay range for this role is $67,000 - $84,000.

Schedule

Hybrid, with a minimum of three days a week in the Wilmington office and flexibility to work from home for some of your working week.