Corporate Trust Relationship Specialist jobs in United States
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U.S. Bank · 4 hours ago

Corporate Trust Relationship Specialist

U.S. Bank is committed to helping customers and businesses make better financial decisions. The Corporate Trust Relationship Specialist is responsible for managing customer relationships, generating new business, and ensuring customer satisfaction while maximizing profitability.

BankingFinancial ServicesInsuranceMortgageWealth Management

Responsibilities

Successfully retains existing customer relationships including generating new business from these customers to increase market share and profitability
Provides service to customers with regard to account information, questions, problems, education, or other requests
Develops and completes customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities
Solicits new business from current relationships with market influencers, working closely with new business development staff
Writes fee proposals based on standard pricing with some modifications for unique non-routine responsibilities
Monitors aged receivables reports to better understand customer receivable status and collect those fee receivables in excess of 60 days past due
Delivers a level of customer service commensurate with level of fee revenue in order to maximize profitability of a book of accounts

Qualification

Corporate trust experienceAccount managementProject managementProblem-solvingInterpersonal skillsVerbal communicationWritten communication

Required

Bachelor's degree, or equivalent work experience
Three to five years of experience in corporate trust and sales activities or related field

Preferred

Thorough knowledge of account management, trust operations, and legal regulations
Strong project management and problem-solving skills
Excellent interpersonal, verbal and written communications skills

Benefits

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Company

U.S. Bank

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At U.S.

Funding

Current Stage
Public Company
Total Funding
$991M
Key Investors
U.S. Department of the TreasuryMitsubishi UFJ Financial Group
2023-09-29Post Ipo Debt· $55M
2023-08-03Post Ipo Debt· $936M
1978-01-13IPO

Leadership Team

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John C Stern
CFO
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Daniel Crozier
Senior Vice President Operations
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Company data provided by crunchbase