Trust Relationship Manager R015046

Trust Relationship Manager 2

This Trust Relationship Manager 2 is in our Corporate Trust Group and will have responsibility for working with corporate and government officials, monitoring Trust Indenture requirements and preserving bondholder interests. This position will manage and develop complex client relationships for Corporate Trust and related accounts.

Essential Duties & Responsibilities :

• Manages and develops new business for Corporate Trust relationships.
• Administers, invests and / or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations.
• Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts.
• May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service.
• Analyzes, studies, and gains full understanding of governing documents.
• Manages accounts in accordance with the terms of the governing documents.
• Coordinates management of accounts with investment officers, Corporate Trust Operations, and others as required.
• Assures the accounts are in compliance with all applicable policies, procedures and / or federal / state laws and regulations.
• Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and / or business partners.
• Contacts or corresponds with attorneys, agencies, and other parties who have an interest in any aspect of an account.
• Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business.
• Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities.
• Advises or consults with other officers on details of proposed business plans.
• Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act.
• Responsible for achieving sales goals set by management.
• Monitor, maintain, and update call planner, pipeline, and closed business report using sales management tools.

Supervisory Responsibilities :

Minimum Required Education, Experience & Knowledge :

Essential Mental & Physical Requirements :

Equal Opportunity / Affirmative Action Employers. All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.