Overview
This role supports the Corporate Trust team by serving as the primary point of contact for clients and helping ensure strong customer experience. The position provides non-routine support to an assigned group of clients with trust relationships, supporting day-to-day administration of existing institutional/corporate trust accounts.
Responsibilities
- Build and maintain client relationships through continuous engagement to support and resolve routine and complex requests
- Provide day-to-day support for existing institutional/corporate trust accounts, including:
- Billing for administrative fees
- Facilitating transaction closing
- Handling cash and investment transactions
- Preparing debt service calculations
- Ensuring accurate and timely setup of issues in all systems
- Preparing accounts for compliance review
- Review transaction structures and legal documents to ensure operational mechanics are appropriate
- Review legal documents and partner with corporate legal teams to confirm operational mechanics and negotiate document provisions
- Collaborate with internal groups across Corporate Trust teams to ensure client accounts are compliant and properly administered
Requirements
- Bachelor’s degree or equivalent work experience
- At least 2 years of relevant experience
Compensation & Benefits
- Compensation range: $67,869 - $99,836
- Benefits for eligible associates may include:
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company-sponsored benefit plan, including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
- Benefit offerings and eligibility requirements vary
Location
Not specified
Posting & Application Details
- Posted on 10/27/2026
- Application deadline: 45 days from the posting date unless filled earlier
Equal Opportunity & Accessibility
The employer is committed to inclusion and diversity and provides employment opportunities without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
If you need accommodation for any part of the employment process because of a disability, please request assistance during the application process.