Corporate Trust Relationship Manager, Level II

🕒 il y a 15 jours

🗽 New York, Maryland, +2 états de plus – Distant

🗽 New York – Remote 🦀 Maryland – Remote ❄️ Minnesota – Remote 🤠 Texas – Remote

💵 $77 390 - $127 139 / an

⏰ Temps Plein

🟠 Senior

🔴 Expert

💰 Responsable de comptes

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WSFS Bank

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1001 - 5000 employés

WSFS Financial Corporation est une entreprise de services financiers valorisée à plusieurs milliards de dollars. Sa filiale principale, WSFS Bank, est la plus ancienne et la plus importante banque et franchise de gestion de patrimoine ayant son siège social local dans la région métropolitaine de Philadelphie et du Delaware. Au 31 mars 2025, WSFS Financial Corporation détenait 20,5 milliards de dollars d'actifs à son bilan et 89,6 milliards de dollars d'actifs sous gestion et administration. WSFS opère dans 115 bureaux, dont 88 sont des agences bancaires, situés en Pennsylvanie (58), Delaware (39), New Jersey (14), Floride (2), Nevada (1) et Virginie (1), et offre des services financiers complets, incluant la banque commerciale, la banque de détail, la gestion de trésorerie et la gestion de patrimoine et fiducie. Parmi ses autres filiales ou divisions, on compte Arrow Land Transfer, Bryn Mawr Trust Advisors, LLC, Bryn Mawr Trust®, The Bryn Mawr Trust Company of Delaware, Cash Connect®, NewLane Finance®, WSFS Institutional Services®, WSFS Mortgage® et WSFS Wealth® Investments. Au service du Greater Delaware Valley depuis 1832, WSFS Bank est l'une des dix plus anciennes banques aux États-Unis, opérant continuellement sous le même nom.

Description

• Responsible for managing a book of accounts by performing all duties required under the governing documents, developing and maintain client relationships and provide an excellent customer experience • Responsible for all aspects of account administration and may handle moderate to complex accounts • Responsible for managing the complete closing of new transactions by reviewing and negotiating governing documents; closing coordination activities; discussing open issues with counsel and client; actively eliciting information to comprehend customer needs • Providing leadership, training, and guidance to Corporate Trust administrators • Ensure client satisfaction leading to retention and referrals by resolving any account issues and providing prompt response to inquiries • Be sensitive and responsive to both internal and external clients; collaborate and influence clients and centers of influence • Identify business risks and operational challenges and take steps to mitigate risk to enhance processes • Contribute to the short term and long-term strategies to assist in meeting certain revenue and expense goals • Demonstrate an in-depth knowledge of policies

🎯 Exigences

• Minimum of 10 years demonstrated successful track record in Corporate Trust or equivalent job function • Strong knowledge of MS Office Suite is required • Knowledge of SWP platform is a plus • Experience reading and interpreting governing documents • Ability to work independently, proactively, and innovatively in a fast-paced deadline driven environment while making sound decisions • Ability to manage multiple priorities, be open to change and demonstrate flexibility • Strong knowledge of corporate trust products, and related bank and regulatory regulations • Excellent verbal, interpersonal and written communication skills are required • Must have strong attention to detail with the ability to organize workflow

🏖️ Avantages

• medical, dental, and vision coverage • 401(k) plan • life, accident, and disability insurance • flexible spending accounts (FSAs) and health savings accounts (HSAs) • wellness programs • paid parental leave • military leave • vacation and other paid time off • sick leave in accordance with applicable state laws • paid holidays