Corporate Trust & Escrow Services Business Development Officer jobs in United States
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Truist ยท 2 months ago

Corporate Trust & Escrow Services Business Development Officer

Truist Bank is seeking a Corporate Trust & Escrow Services Business Development Officer to market and sell CTES business in specified markets. The role involves developing and maintaining marketing plans, building relationships with institutional clients, and coordinating sales activities to achieve business goals.

BankingFinanceFinancial Services
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H1B Sponsor Likelynote

Responsibilities

Possess thorough knowledge of corporate trust and escrow solutions available to institutional clients: public and private corporations, financial institutions, non-profits, and government entities
Develop and maintain marketing and sales plans for presentations to institutional clients, center of influences (COIs), and bank partners
Develop relationships with appropriate COIs that can refer CTES business, such as law firms, bar associations, investment banks, bond investment advisors, and private equity firms
Plan, organize, and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions
Coordinate selling activities with other Truist banking and financial services partners, as appropriate
Market CTES through presentations to internal and external groups; represent the bank in civic, community, government, banking, and professional groups
Perform market research to identify new opportunities and engage with executives/teammates to establish strategies for pursuing those new opportunities
Assist in the negotiation of deal specific contacts and pricing within CTES risk guidelines

Qualification

Business DevelopmentTrustEscrow KnowledgeCRM ProficiencySales ExperienceNetworking AbilityMarket ResearchCommunication Skills

Required

Bachelor's Degree in Management, Banking, Business, Accounting, Finance, Economics, or equivalent education and related training
8 or more years of business development and institutional (e.g. corporations, municipalities, not-for-profit organizations, etc.) sales experience that demonstrates progressive growth and accomplishments
Considerable knowledge of trust, escrow, and agency related businesses
Ability to travel frequently, occasionally overnight
Ability to network to build and cultivate profitable relationships
Ability to proactively identify and capitalize on business development opportunities
Excellent verbal and written communication skills

Preferred

Master's degree in Business or related field, or equivalent education and related training
Proficiency with CRM such as Salesforce
10 years of sales experience

Benefits

Medical
Dental
Vision
Life insurance
Disability
Accidental death and dismemberment
Tax-preferred savings accounts
401k plan
No less than 10 days of vacation
10 sick days
Paid holidays
Defined benefit pension plan
Restricted stock units
Deferred compensation plan

Company

Truist is the sixth-largest commercial bank in the U.S.

H1B Sponsorship

Truist has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (313)
2024 (247)
2023 (288)
2022 (275)
2021 (278)
2020 (270)

Funding

Current Stage
Late Stage
Total Funding
unknown
2021-01-01Seed

Leadership Team

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Michael Maguire
Chief Financial Officer
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James Cordovana
SVP of Cloud Security Enterprise Architect
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Company data provided by crunchbase