Found Description
Job Summary
Serves as the primary relationship manager for traditional trust clients, overseeing client onboarding, account management, and the achievement of business volume and income targets while ensuring compliance with contractual, regulatory, and internal bank requirements. Builds and maintains strong client partnerships, collaborates with bank sales teams to identify growth opportunities, monitors account performance, and delivers exceptional client service by addressing needs, resolving issues, and driving profitability.
Key Responsibilities
- Acts as a central point person and is responsible for the over-all relationship management with traditional trust clients
- Responsible for the volume & income targets for traditional trust business
- Responsible for the evaluation & onboarding of new traditional trust clients
- Develop trusted advisor relationships with key accounts, customer stakeholders and executive sponso...