Corporate Trust Regional Manager

📋 Description

• • Manage, train, coach, and develop a team of Corporate Trust Relationship Managers within an assigned regional portfolio.
• • Serve as Lead Administrator for the largest and most complex corporate trust accounts, ensuring high-quality fiduciary service delivery.
• • Oversee the prompt and accurate setup of new corporate trust accounts, including operational mechanics and system entry.
• • Provide direct guidance and supervision to junior staff, resolving all administrative issues and supporting client staff at all levels.
• • Conduct performance reviews, recommend disciplinary actions, and manage staff workloads, including hiring, interviewing, and onboarding new associates.
• • Operate independently to service top-tier institutional and corporate trust clients, resolving the most complex fiduciary and operational challenges.
• • Manage day-to-day administrative functions for existing accounts, including billing for fiduciary fees, recommending fee increases, and facilitating bond closings.
• • Handle cash and investment transactions, monitor cash activities, provide debt service calculations, and execute payment generation with follow-up.
• • Recommend and submit new business opportunities for approval through the Corporate Trust new business committee, pricing accounts based on structure versus existing business.
• • Disseminate required financial information to the EMMA system in a timely and accurate manner.
• • Ensure accurate and timely setup of all client-related issues across operational systems, prepare accounts for compliance review, and address compliance exceptions.
• • Review legal documentation to verify operational feasibility and collaborate with corporate legal, compliance, and external counsel to negotiate document provisions.
• • Participate in cross-training across Corporate Trust roles to provide backup support and expand functional expertise.
• • Maintain strict adherence to regulatory and internal controls while managing fiduciary responsibilities for institutional clients.
• • Balance team leadership duties with hands-on execution on complex client accounts, ensuring both operational excellence and staff development.
• • Provide consistent, high-level client service while aligning administrative actions with corporate trust standards and compliance requirements.
• • Support regional business growth by identifying opportunities for fee optimization, client retention, and service expansion across managed accounts.