Corporate Trust Relationship Manager II

Overview

This role provides medium to complex and/or non-routine support and may take ownership for an assigned group of clients with trustee relationships.

The position serves as a subject matter expert, supports ongoing projects and process efficiencies, and may provide support to clients outside the assigned group.

Responsibilities

• Provide day-to-day support for existing institutional/corporate trust accounts, including:
  • Billing for administrative fees and recommending fee increases
  • Facilitating transaction closing
  • Handling cash and investment transactions
  • Monitoring cash activity and compliance items
  • Providing debt service calculations
  • Executing payment generation and follow-up
  • Approving payments and disseminating financial information
  • Administering the trust in accordance with governing documents
• Interact with all levels of customer relationships.
• Ensure accurate and timely setup of issues on all systems, including preparing accounts for compliance review and responding appropriately to compliance exceptions.
• Resolve complex administrative issues and support senior-level client staff.
• Operate independently to service the client and resolve complex or unusual issues.
• Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.
• Provide guidance, mentorship, and development to staff, particularly the assigned Associate Relationship Manager.
• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust.
• Price business based on account structure compared to existing business, working with the Business Development Officer as needed.
• Review legal documents to ensure operational mechanics are appropriate.
• Coordinate with corporate legal, compliance, and outside legal counsel to negotiate document provisions.
• Participate in cross-training to learn other Corporate Trust roles and provide support as needed.
• Perform other duties as assigned.

Requirements

• Bachelor’s degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.

Preferred Qualifications

• Master’s Degree.
• CCTS Certified Corporate Trust Specialist.

Compensation & Benefits

• Compensation range: $81,864 - $120,406.
• The posted compensation range reflects the organization’s good faith and reasonable estimate based on its budget and expected starting pay; actual compensation may vary by geographic location, experience level, and other job-related factors.
• Benefits (for eligible associates) may include:
  • Paid Time Off; paid holidays
  • A 401(k) matching program
  • Annual incentive pay
  • 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 (eligibility requirements vary)

Location

Typical office environment.

Posting Information

• Posted on 11/02/2026.
• Application deadline: 45 days from the posting date unless filled earlier.

Equal Opportunity Statement

The organization and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment 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, notify the organization regarding the nature of the request.