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Synovus · 2 weeks ago

Trust Relationship Manager Sr.

Savannah, GA

Full-time

Onsite

Senior Level

6+ years exp

Synovus is a financial institution focused on developing investment management and trust relationships. The Trust Relationship Manager Sr. is responsible for creating new investment management relationships, advising clients on personal trust and estate planning, and overseeing existing trust accounts while ensuring exceptional client service.

BankingFinanceFinancial Services

Responsibilities

Develops new investment management relationships (both Trust and non-Trust accounts)

Provides advice in areas of personal trust, estate and tax planning, private banking and investments

Serves as the primary point of contact for clients for any of their financial services needs. Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients

Services existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended

Performs trust accounting functions for accounts for which he/she is administrative officer. This will include but may not be limited to, daily deposits and disbursements, preparation of tax information, billing of trust fees and preparing various internal and external reports

May attend Trust Committee meetings. Provides account reviews, makes investment recommendations where necessary, and carries out plans as set forth by the Trust Committee

Adheres to and maintains knowledge of all Synovus Trust Company written policies and procedures

May be designated as a team lead and assists in the supervision and development of lower level staff

Is actively involved with the community, networking to identify new business development opportunities

Each team member is expected to be aware of risk within their functional area. This includes observing all policies, procedures, laws, regulations and risk limits specific to their role. Additionally, they should raise and report known or suspected violations to the appropriate Company authority in a timely fashion

Performs other related duties as required

Qualification

Trust products knowledgeTrust accounting proceduresInvestment knowledgeMicrosoft Office SuitePC operations knowledgeAdobe Standard knowledgeInterpersonal skillsCommunication skills