Skip to main content
Overview: In this role, you will oversee key Corporate Trust and Escrow Services (CTES) accounts and cultivate new partner relationships to support regional growth. You will collaborate with CTES and business development teams to ensure compliant, efficient administration and onboarding of accounts. You’ll serve as the primary liaison for complex trust and agency accounts, guiding clients through processes and coordinating with professionals. This position offers a meaningful opportunity to influence risk-aware service delivery while reinforcing Truist’s purpose and inclusive culture. Compensation / Benefits medical, dental, vision life insurance 401k plan vacation sick days paid holidays
Responsibilities: Promote uniformity, efficiency and quality in the administration of regional CTES accounts Help implement administrative procedures compliant with policy and audit requirements (onboarding, account administration, CTES systems use) Collaborate with Business Development Leaders on account assignments and assess new opportunities against risk metrics Act as the primary relationship manager for assigned trust and/or agency accounts, handling complex and sensitive matters Provide technical support and assist in training of support personnel Explain the investment process to customers and staff Maintain strong relationships with customers, attorneys, CPAs and related professionals to support service quality and business development Inform CTES Administration Managers of progress and issues, proposing improvements to enhance service Champion Truist’s purpose and a collaborative culture aligned with values Manage CTES Administration risk to meet compliance and operational risk objectives
Key requirements: Bachelor 8+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services Strong verbal and written communication skills Ability to read and understand contractual agreements (trust indentures, escrow/custodial agreements, etc.) Problem-solving ability Proficiency in basic computer applications (Microsoft Office) Ability to travel occasionally overnight Working knowledge of Trust and Agency software packages and applications Proven experience in relationship management Must be transfer agent compliant with fingerprinting and background check strong communication problem-solving relationship management Microsoft Office Trust and Agency software packages and applications CTES systems and technology

Also on the board Same function, level within a rung

Level

Senior

Location

Jacksonville, FL

Occupation

Treasurers and Controllers

Industry

Trust, Fiduciary, and Custody Activities

Posted

today

Apply for this role (opens in a new tab)