United Bank · 1 week ago
Corporate Trust Advisor, Sr
Charleston, WV
Full-time
Hybrid
Senior Level
5+ years expUnited Bank is committed to nurturing a culture that reflects the communities they serve. The Senior Corporate Trust Advisor is responsible for delivering quality services to clients within the Corporate Trust Group, providing expert guidance, and developing new business while managing institutional client accounts.
BankingCredit CardsFinancial ServicesLendingVenture CapitalWealth Management
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
Qualification
Required
Bachelor's degree required
Minimum of five (5) years of related professional working experience required
Proficiency in Microsoft Office Products (Word, Excel, etc.) and utilizing the internet required
Ability to travel up to 20% for client meetings and bond closings
Excellent verbal and written communication skills
Ability to interpret bond indentures and governing documents
Understanding of basic accounting and banking concepts
Ability to work independently and in a team environment
Excellent customer service skills and ability to multi-task in a fast-paced environment
Preferred
Professional designation preferred (i.e., advanced degree, CCTS)
Past experience in corporate trust, bond administration, agencies and escrows highly preferred
Prior experience working in sales is a plus
Company
United Bank
United Bank is a bank that offers lending services to customers.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
J
James Consagra
CEO
R
Ross Draber
Chief Operating Officer
Recent News
Pakistan Observer
2026-01-11
Business Recorder
2026-01-09
2026-01-07
Company data provided by crunchbase