Home
/
Comprehensive
/
Corporate Trust Relationship Manager R011633
Corporate Trust Relationship Manager R011633-March 2024
Ridgeland
Mar 29, 2026
About Corporate Trust Relationship Manager R011633

  This is a job for a Corporate Trust Relationship Manager position with a company located in the Ridgeland, MS area.

  JOB FUNCTION / SUMMARY: Corporate Trust Relationship Manager 1's manage and develop complex client relationships during the administration of Trust accounts including corporate trusteeships and paying agency, custody, escrow, agency and other related types of accounts.

  ESSENTIAL DUTIES & RESPONSIBILITIES: Manages and develops new business for large and complex Trust relationships. Administers, invests and/or solicits business of large and complex relationships in compliance with bank policies, account documents, laws and regulations. Represents the company in business activities and serves as a contact for clients, attorneys, CPAs and beneficiaries relating to assigned accounts. May represent the company on boards or committees related to businesses or institutions for which the trust department provides a service. Analyzes, studies, and gains full understanding of governing documents. Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the service standards. Reviews financing documents to assure that the bank is comfortable with all terms and conditions that may require the hiring of trustee counsel to represent the bank in the transaction and the negotiation of terms of the documents.Responsible for assuring that the obligor is complying with all covenants that the trustee is responsible for monitoring through various reports or certificates that the obligor must file with the trustee. These may include insurance certificates, audits, budgets, rebate reports, no-default certificates or other documentation unique to each program. Coordinates management of accounts with investment officers, trust tax officers, trust real estate officers, Trust Operations, and others as required. Assures the accounts are in compliance with all applicable policies, procedures and/or federal/state laws and regulations. Keeps current with all developments, applicable laws and regulations within individual field and provides advice to other Trust RMs and/or business partners.Contacts or corresponds with attorneys, agencies and other parties who have an interest in any aspect of an account. Resolves problems brought by interested parties. Makes court appearances at audits or other proceedings, and deals with attorneys, agents and others for the acquisition, disposition or preservation of trust assets and related business. Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities. Advises or consults with other officers on details of proposed business plans. Incumbent is required to comply with all applicable federal, state, and local banking and industry related laws and regulations including but not limited to the Bank Secrecy Act. Responsible for achieving sales goals set by management. Establishes a calling program for clients, prospects and centers of influence that will facilitate new business development from existing clients and new prospects, and documents all on sales/relationship management reporting tools. May attend professional conferences or trade shows held by the client/prospect base in order to promote the company brand and trust expertise. As well as various public meetings held by clients or groups that provide services to clients in order to both be aware of current client needs as well as looking for new business opportunities. In consultation with more senior team members, may produce proposals for new business pricing or terms in conjunction with LOB Manager

  SUPERVISORY RESPONSIBILITIES: May carry out supervisory responsibilities in accordance with the organization's policies, procedures and applicable laws; Provides guidance and oversight to and is responsible for the coordination and evaluation of the assigned team. Responsibilities may include interviewing, hiring a d training associates; planning, assigning and directing work; performance management; associate compensation; approving expense reports; addressing concerns and resolving problems.

  MINIMUM REQUIRED EDUCATION, EXPERIENCE & KNOWLEDGE: Bachelor's degree, preferably with a concentration in business or related field. 2 years of experience in banking or financial services required.An equivalent combination of education and experience may be considered.

  ESSENTIAL MENTAL & PHYSICAL REQUIREMENTS: Ability to travel if required to perform the essential job functions. Ability to work under stress and meet deadlines. Ability to operate related equipment to perform the essential job functions. Ability to read and interpret a document if required to perform the essential job functions. Ability to lift/move/carry approximately 10 pounds if required to perform the essential job functions. If the employee is unable to lift/move/carry this weight and can be accommodated without causing the department/division an "undue hardship" then the employee must be accommodated; hence omitting lifting/moving/carrying as a physical requirement.

  Equal Opportunity/Affirmative Action Employers.  All qualified applicants will receive consideration for employment without regard to race, color, religious beliefs, national origin, ancestry, citizenship, sex, gender, sexual orientation, gender identity, marital status, age, physical or mental disability or history of disability, genetic information, status as a protected veteran, disabled veteran, or other protected characteristics as required by federal, state and local laws.

Comments
Welcome to zdrecruit comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
SIMILAR JOBS
Float Teller - Part Time
Reference #: 352666ff-6173-4bb6-b43b-c92f0415dc9fDescription SUMMARY: Processes a variety of customer transactions at a teller window. Recognizes customer needs and recommends products, services, or
RADIOLOGY TECHNOLOGIST-CASUAL
Description Job Summary Produces radiographs of various anatomical parts and systems for diagnostic purposes as directed by the radiologist. Essential Job Functions Collects pertinent data about the
Program Development Manager
Valued Team member: We are glad you are exploring new opportunities within Zimmer Biomet! What You Can Expect The Program Development Manager provides account management for the ROSA system in additi
Cook
Job Description Do you love to cook? Are you passionate about food? As a Cook on our team, you?ll help bring recipes to life while being able to flex your creativity! Surrounded by fresh ingredients
Merchandiser - 5001014246806
Merchandiser Merchandiser (Southern IL) PBNA CLICK HERE to view our Merchandiser Realistic Job Preview Video Position is responsible for product merchandising within large volume stores (Grocery, etc
Nurse Assistant 4 North Med Surg
Corewell Health is offering up to $750 as a sign on bonus for this opportunity! About the unit 4 North 37-bed med surg unit with a focus on stroke and neurology patients. Employees joining our team w
Senior Acquisition Management Analyst
INTUITIVE® is a nationally recognized Best Place to Work that provides solutions from design through production to sustainment by delivering targeted results. Our approach couples the latest technolo
Cybersecurity Engineer – Data & Access
Job Description Camping World Holdings, Inc., headquartered in Lincolnshire, IL, (together with its subsidiaries) is America’s largest retailer of RVs and related products and services. Our vision is
Enterprise Account Executive, Spectrum Enterprise
Do you want to partner with clients to deliver a complete portfolio of solutions? You can do that. Do you prefer to have the autonomy to build relationships with new and existing clients through sale
Supervisor with German
About Conduent: Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments – creating exceptional outcomes
Copyright 2023-2026 - www.zdrecruit.com All Rights Reserved