Truist Corporate Trust & Escrow Services Account Analyst (Richmond, Virginia) in Richmond, Virginia
Req ID: R0044608
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Regular or Temporary:
Language Fluency: English (Required)
1st shift (United States of America)
Please review the following job description:
The Account Analyst I of Corporate Trust Escrow Services Administration is responsible for participation in corporate trust and escrow services account administration, compliance, and operational functions. Corporate Trust and Escrow Services ("CTES"). Support the attainment of regional growth goals through on-boarding new account administration activities.
Corporate Trust and Escrow Services provides broad transactional expertise to help Commercial and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across a variety of solutions and transaction roles including: corporate and municipal bond trustee; commercial escrow agent; M&A administration; Insurance and regulatory trustee; and loan administration services.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
Work in conjunction with the Relationship Manager, Client Manager and Account Analyst Lead to ensure uniformity, efficiency and quality in the administration of all accounts assigned to the regional office; assists Manager(s) of Corporate Trust and Escrow Services Administration in the implementation of all administrative procedures to comply with department policy and audit requirements.
Support of Client Onboarding policies and procedures
Support of Account Administration policies and procedures
Utilization of Corporate Trust and Escrow Services systems and technology
Primary support to client manager's assigned trust and or agency accounts which may be general or complex in nature.
Provide client support including responding to direct client requests; coordinating, facilitating, and processing information and documents pertaining to their assigned client managers trust and agency accounts. This position will be responsible for efficiently and accurately responding to requests from clients, processing a high volume of data and ensuring accuracy of work within the team.
Enhance favorable working relationships with customers, attorneys, Certified Public Accountants and other related professionals to assure quality service. The Account Analyst II will take ownership of solving client problems and be the CTES voice to the client in the absence of the Relationship Manager, Client Manager and Account Analyst Lead.
Keep Manager(s) of Corporate Trust and Escrow Services Administration informed of administrative progress, complex issues, problems and complaints; makes suggestions to Manager(s) of Corporate Trust and Escrow Services Administration for improvements and enhancements which will better assure quality service.
Responsible for delivering our purpose and providing an inclusive, team-oriented culture aligned with the Truist purpose, mission, and values.
Responsible for all Corporate Trust and Escrow Services Administration risk management ensuring all objectives with respect to compliance and operational risk are met.
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
2 or more years of corporate and institutional transactional experience in Corporate Trust and Escrow Services or 5 years of general business experience
Strong verbal and written communication skills
Demonstrated ability to deal with complex situations that require sound judgment
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Ability to travel, occasionally overnight
Working knowledge of the Trust and Agency software packages and applications.
Proven experience in account administration and client service.
8 or more years of related experience in financial services
Truist supports a diverse workforce and is an Equal Opportunity Employer who does not discriminate against individuals on the basis of race, gender, color, religion, national origin, age, sexual orientation, gender identity, disability, veteran status or other classification protected by law. Drug Free Workplace.
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