drjobs Corporate Trust Relationship Manager II

Corporate Trust Relationship Manager II

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1 Vacancy
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Job Location drjobs

Wilmington - USA

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description

Job Description

At WSFS Bank we empower our Associates to grow their careers guide our customers to secure their financial futures and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture competitive salaries advancement opportunities and more. We are the regions locally headquartered bank and wealth management company. We are honored to consistently be named a Top Workplace by our Associates who make a difference every day for the people businesses and Communities we serve. We Stand For Service is more than part of our name its our mission and our purpose.

The Corporate Trust Relationship Manager will be primarily responsible for managing a book of accounts onboarding new transactions closing new transactions while ensuring compliance with all Bank and Corporate Trust policies and procedures. The incumbent is expected to complete various account administration activities of moderate complexity and risk and have strong knowledge of the products processes and procedures. In addition the Corporate Trust Relationship Manager will be expected to promote a team culture and to work closely with other Relationship Managers administrators and support areas.

Job Responsibilities:

  • Responsible to manage a book of accounts by performing all duties required under the governing documents responsible to develop and maintain client relationships and provide an excellent customer experience.
  • Responsible for all aspects of account administration and may handle moderate to complex accounts.
  • Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs.
  • Provide leadership training and guidance to Corporate Trust administrators.
  • Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries.
  • Responsive to both internal and external clients; collaborate and influence clients and centers of influence.
  • Identify business risks and operational challenges and take steps to mitigate risk to enhance processes.
  • Contribute to the short term and longterm strategies to assist in meeting certain revenue and expense goals.
  • Demonstrate an indepth knowledge of policies and procedures.
  • Adhere to the internal risk and regulatory requirements.

Minimum Qualifications:

  • 5 years demonstrated successful track record in Corporate Trust preferred.
  • 2 years in banking and/or wealth experience with a book of business.
  • Strong knowledge of MS Office Suite is required. Knowledge of SEI Trust 3000 is a plus.
  • Must have experience reading and interpreting governing documents.
  • Must have the ability to work independently proactively and innovatively in a fastpaced deadline driven environment while making sound decisions.
  • Must have the ability to manage multiple priorities be open to change and demonstrate flexibility.
  • Must have strong knowledge of corporate trust products and related bank and regulatory regulations.
  • Excellent verbal interpersonal and written communication skills are required.
  • Must have strong attention to detail with the ability to organize workflow.

WSFS Bank is inclusive and supportive of individual needs. If you have a physical or other impairment that might require an accommodation including technical assistance with the WSFS Bank Careers website or submission process please contact us via email at

WSFS is an equal opportunity employer. We do not discriminate based upon race religion color national origin gender (including pregnancy childbirth or related medical conditions) sexual orientation gender identity gender expression age status as a protected veteran status as an individual with a disability or other applicable legally protected characteristics.


Required Experience:

Manager

Employment Type

Full-Time

Company Industry

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