Corporate Trust Advisor, Sr

Job Description

The Senior Corporate Trust Advisor is responsible for ongoing delivery of quality services to clients within the Corporate Trust Group, and provides an expert level of guidance and advice. The Corporate Trust Advisor stays abreast of market conditions and trends, develops new business, cross-trains team members and maintains the Group's budget.

RESPONSIBILITIES :

• Develops a broad understanding and effectively presents our capabilities related to Corporate Trust Services.
• Accountable for the full scope of account management of assigned institutional clients, including but not limited to, daily transactions processing, managing bond payments, ensuring funds are invested properly, and overseeing compliance with bond indentures or other governing documents.
• Maintains compliance with policies and procedures to ensure superior client service, as well as acceptable audits and examinations.
• Responsible for the review and analysis of new bond issues with assistance of counsel.
• Responsible for preparation and execution of monthly reports for bond payments.
• Responsible for reviewing all client fee invoices for accuracy and collection of past due invoices.
• Maintains good relationships with attorneys, underwriters, commercial lenders and other centers of influence for referrals.
• Is fully engaged in new business development activities.
• Identifies cross-selling opportunities within existing relationships to better serve clients and increase revenues, particularly in the areas of deposits and investment management services.
• Coaches, trains and evaluates performance of Corporate Trust Group team members.
• Supports overall goals of the Wealth Management Group by adhering to budget and growing our business.
• Works closely with others in department on various other duties and projects as necessary.

Qualifications

Essential Functions

Company Profile

Please click here to access a list of benefits for which this position is eligible. Additional information regarding United's Mission, Values and Culture can be found here.

At United, our strength is our people, and we are committed to nurturing a culture that is reflective of the communities we serve; promotes respect and a shared purpose; and aligns with our core values.

Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, status as a protected veteran, or any other characteristic protected by law.