Trust Relationship Manager Resume Samples

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A Mohr

Alford

Mohr

9224 Hane Port

Boston

+1 (555) 897 6742

9224 Hane Port

Boston

Phone

p +1 (555) 897 6742

Experience Experience

San Francisco, CA

Trust Relationship Manager

San Francisco, CA

Mayert, Kautzer and Marvin

San Francisco, CA

Trust Relationship Manager

Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business
Commitment to on-going learning, implementing new knowledge into practice
Mentors more junior RMs on all aspects of managing and developing Trust relationships
Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures
Strong relationship building to maintain positive working relationships with peers, management and clients
Oversee the charging and collecting of fees to insure the accuracy and timeliness of collection
Proactively analyzes existing relationships and networks with local professionals and centers of influence for new business opportunities

Philadelphia, PA

Corporate Trust Relationship Manager

Philadelphia, PA

Schmidt, Muller and Wiza

Philadelphia, PA

Corporate Trust Relationship Manager

Assist management with the development and operation of business products and processes
Lead or assist management with the development and operation of business products and processes
Responsible for account set-up on relevant administrative and operational systems/databases within established guidelines
Coordinate all administrative, operational and risk management support for assigned accounts
Assume additional responsibilities as requested
Represents WTC at formal transaction closings, attends and chairs meetings/client presentations and prepares relevant documentation
Responsible for timely execution of all cash flows, fee billing, internal and external reporting, tickler processing

present

Dallas, TX

Trust Relationship Manager Senior

Dallas, TX

Gusikowski-Marks

present

Dallas, TX

Trust Relationship Manager Senior

present

Develop and maintain new fiduciary trust business, assist in sales meetings
Communicate and work closely with all professional partners and co-workers
Assist in the training and evaluation of the assigned Administrative Assistant
Monitor investments for proper authorization and compliance and interact with portfolio manager
A good working knowledge of all types of Fiduciary relationships
Make personal visits, telephone calls or correspondence with clients
Perform other assignments as requested

Education Education

Bachelor’s Degree in Business

University of Georgia

Bachelor’s Degree in Business

Skills Skills

Strong organizational and analytical skills and the ability to deal with customers in a professional manner and handle on-going accounts
A good working knowledge of all types of Fiduciary relationships
Strong organizational skills and aptitude for detail
Ability to deal with all levels of personnel, exercise discretion on confidential matters and work independently
Proficiency with personal computers as well as pertinent mainframe systems
Ability to easily adapt to changing work environment
Strong understanding of Company products and operations
Strong interpersonal and effective communication skills
Proven mathematical aptitude and communications and analytical skills
Teamwork and leadership orientation

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Trust Relationship Manager Resume Examples & Samples

Liaise with Finance and provide regional business development analyses/reports (e.g. client penetration, product penetration, banker utilization, etc.) for the purposes of identifying potential prospects
Manage the team pipeline which includes the identification of prospects, status updates and reporting as required
Review new business reports for accuracy and tracking metrics for Scorecard input
Handle non-complex sales (previously vetted by a Wealth Planner)
Bachelor’s degree (law degree preferable); STEP (Society of Trust and Estate Professionals) qualifications are an asset
Must have a minimum of 5-7 years trust and fiduciary industry experience
Excellent knowledge of Citi Trust products and services an asset
Ability to identify potential risk issues and solutions and to communicate these effectively to team colleagues
Relationship management skills including the ability to work with partners remotely
Excellent time management, organizational and administrative skills
Strong analytical and creative problem-solving skills
Multilingual Spanish / English language skills required

Senior Personal Trust Relationship Manager Resume Examples & Samples

Cultivates strong working relationships with clients and their advisors in order to develop a complete understanding of clients' needs and goals
Adds value to relationships by solving existing problems, anticipating possible problems, and taking preventative action
Builds and maintains knowledge of fiduciary standards and practices
Utilizes fiduciary expertise and negotiating skills to guide sensitive and difficult client situations to a mutually satisfactory resolution
Educates client on Bank products/services, emerging issues, regulatory/tax changes, and advises clients on appropriate actions
Maintains a thorough working knowledge of various Bank resources to facilitate client service delivery and expand client relationships
Teaches, trains, and develops partners, typically related to developing client servicing skills

WM Personal Trust Relationship Manager Resume Examples & Samples

Bachelor's degree, or advanced degree in law, accounting, finance or taxation
Ability to work as part of a team to serve a client
Due to the sophisticated nature of the business a legal and/or financial planning background is preferred

Personal Trust Relationship Manager Assistant Resume Examples & Samples

Associate degree, or equivalent work experience
Three or more years of administrative support experience in a wealth management, trust and/or banking environment
Advanced knowledge of departmental operations/policies and wealth management/trust products/services
Ability to resolve complex problems with minimal guidance
Able to prioritize and complete multiple complex administrative tasks effectively and efficiently
Positive attitude and ability to work in a team environment

Corporate Trust Relationship Manager Resume Examples & Samples

Research and resolve issues related to all aspects of asssigned accounts
Provide coverage and support to other Relationship Managers within assigned Section/Unit
Represents WTC at formal transaction closings, attends and chairs meetings/client presentations and prepares relevant documentation

Trust Relationship Manager Resume Examples & Samples

Provide quality service to account customers and beneficiaries in responding to more complex written and telephone inquiries. Receive investment instructions from customers and/or investment advisors and requests for discretionary distributions from beneficiaries and prepare appropriate documentation; obtain officer or committee approvals and forward to operations area. Follow through on ticket processing and send and receive wire transfers. Research and respond to customer requests and problems
Prepare and maintain appropriate documentation for each payment, ensuring completeness and appropriate customer, co-fiduciary, officer and/or committee approvals. Calculate dollar amounts and prepare periodic principal and income payments based on client instruction and/or appropriate fiduciary accounting principals. Keep activity reports and files as requested; review for accuracy, taking corrective action as required. Prepare files for imaging
Maintain appropriate records of activity and assemble, complete and/or amend related documentation; contact customers to resolve documentation exceptions. Assist in processing deposits and distributions and with investigations. Assist officers in account openings and closings
Monitor portfolio of accounts, notify officers and customers of outstanding balances and anticipated cash needed for possible investment and cash requirements for asset purchases, distributions and expense payments; reconcile account cash balances and prepare account status reports
Foster customer interest in expanding account relationships through awareness of other Company products and services
Complete other related duties as assigned and support the Company's Diversity programs. Adhere strictly to compliance and operational risk controls with HSBC and regulatory standards, policies and practices; report control weaknesses, compliance breaches and operational loss events
Perform other job-related duties as assigned
Minimum of one year's proven relationship support experience or equivalent
Minimum of Associates degree in business, paralegal training, related field or equivalent experience
Proven mathematical aptitude and communications and analytical skills
Strong organizational and analytical skills and the ability to deal with customers in a professional manner and handle on-going accounts
Strong understanding of Company products and operations
Proficiency with personal computers as well as pertinent mainframe systems
Ability to deal with all levels of personnel, exercise discretion on confidential matters and work independently

Corporate Trust Relationship Manager Resume Examples & Samples

4-7 years Trust or financial services industry experience Required
2-4 years Corporate Trust/capital markets Required
4-7 years Strong background in Institutional/Corporate Trust Administration and related investments

Trust Relationship Manager Resume Examples & Samples

Make personal visits, telephone calls or correspondence with clients
Develop and maintain new fiduciary trust business, assist in sales meetings
Assist in the training and evaluation of the assigned Administrative Assistant
Communicate and work closely with all professional partners and co-workers
Bachelor's degree (B. A.) or equivalent required, JD or CFP/CTFA preferred
5-10 years of Trust Administration or equivalent legal/financial services industry experience
Strong interpersonal and effective communication skills
Teamwork and leadership orientation
Ability to easily adapt to changing work environment

WM Personal Trust Relationship Manager Resume Examples & Samples

Provide expert advice and counsel in the area of personal trust products and services
Provide high level customer service to customers, attorneys, and beneficiaries relating to these accounts
Administer accounts in a manner that ensures compliance with legal requirements and business line policies and procedures
Shared responsibility for soliciting, developing, managing, and retaining client relationships for Wealth Management
Ten or more years of wealth management experience in the financial services industry
JD and/or LLM or MS in Taxation

Fiduciary Trust Relationship Manager Resume Examples & Samples

Develops close relationships with clients and delivers comprehensive wealth management
Retains clients by providing superior service and value added solutions to develop and grow the fiduciary relationship including successor trustee business
Develop COIs and meets individual sales goals by identifying sales opportunities, cross-selling & making referrals to bank units as applicable
Leverages marketing events and planning tools to strengthen client relationships and generate sales
Leverages contact management system Blue 360 to log and track referrals and sales activity to closure
Serves as the resource and specialist in advance wealth and estate planning and fiduciary administration within Personal Trust for the Bank’s high net worth clients
Works closely with assigned officer and Fiduciary Centralized Service Team (CST) to assist with the assigned relationships in administration, termination and distribution of accounts
Ensures that accounts are handled in accordance with governing document, fiduciary laws and division policies and procedures resulting in no E&Os
Fulfills client service standards and logs activities and client information through the contact management system Blue 360
Discusses the Bank’s investment process, performance and market trends and develops appropriate investment objectives for assigned relationships based upon the clients’ needs, risk tolerance and document restrictions
Works effectively with the Fiduciary CST to coordinate requests, issues, tax planning, trust funds, discretionary and terminations effectively
Pursues enhancement of professional development opportunities through participation in and satisfactory completion of in-house and external courses and training
Possesses effective verbal and written communication skills
Passes and maintains all required compliance training
Maintains behavior consistent with the BOH Code of Conduct and is a team player
Minimum 8 years related work experience in areas such as investments, wealth planning and trusts
Demonstrated proficiency with personal computers and Microsoft applications (Outlook, Word, Excel and Power Point) or similar software
Requires extensive knowledge of Wealth Management which includes: investments, trusts and advance planning
Ability to interpret legal documents
Well developed analytical problem solving skills
Excellent communication skills to include excellent writing, speaking, interpersonal and presentation skills
Possess networking and business development skills

Trust Relationship Manager Senior Resume Examples & Samples

Serve as the primary contact for the assigned fiduciary relationships
Interface with third party financial advisors assigned to accounts
Perform daily account administration functions
Serve on the AIRC committee
Prepare annual account reviews, encroachment requests, acceptance and closing memorandums on all accounts
Monitor investments for proper authorization and compliance and interact with portfolio manager
Respond to auditor and bank examiner inquiries as requested
Perform other assignments as requested
Oversee the charging and collecting of fees to insure the accuracy and timeliness of collection
A good working knowledge of all types of Fiduciary relationships
Strong organizational skills and aptitude for detail

Trust Relationship Manager Resume Examples & Samples

Manages and develops new business for large and complex relationships
Keeps current with all developments, applicable laws and regulations within individual field and provides advice to more junior administrators, investment officers and/or business development officers as necessary
Represents bank on boards or committees related to businesses or institutions for which the trust department provides a service
Manages accounts in accordance with the terms of the governing documents and in a manner consistent with the needs of owners, beneficiaries and/or remaindermen
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 Bank/Trust Department policies, procedures and any applicable federal/state laws and regulations
Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, andother parties who have an interest in any aspect of an account
Advises management and members of the trust administrative committee on questions regarding the acceptability of trust positions and the proper use of income or corpus for accounts being managed
Represents the company in business activities and serves as a contact for customers, attorneys, CPAs and beneficiaries relating to assigned accounts
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
Requires a bachelor's degree, preferably in Business, Finance, or Accounting, and at least eight (8) years professional level banking or financial experience and/or training

Trust Relationship Manager Resume Examples & Samples

Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with the Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business
Performs account administration functions according to internal Polices and Procedures to be efficient and compliant, i.e. account opening, account closing, monitors investment objectives, oversees the charging and collecting of fees, annual account reviews
Reponds timely to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews
Assists in the training and development of the Trust Administrator to confirm familiarity with accounts, processes, policies and procedures
Communicates and works effectively with all professional partners and co-workers
Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business
BS or BBA Degree or equivalent work experience
CTFA designation will be beneficial

Institutional Trust Relationship Manager Detroit Resume Examples & Samples

Oversee the new account opening process to ensure document files contain all required legal documentation and that trust accounts are properly coded on the Trust Accounting System in accordance with departmental policies and procedures
Monitor and ensure that all management and exception reports are updated in accordance with established procedures
Understand and adhere to all department policies/procedures, as well as all regulatory/fiduciary issues and requirements to minimize Bank and client risks
Ensure that fees for all assigned client relationships are accurately invoiced, receivables monitored and that fees are collected in a timely manner to assist in meeting departmental revenue objectives. * Refer clients and prospects to other departments to assist them in meeting their specific needs while helping the bank simultaneously achieve its revenue goals

Institutional Trust Relationship Manager Resume Examples & Samples

Analyzes, studies, and gains full understanding of governing documents
Resolves problems brought by owners, beneficiaries and others, such as requests for special distributions or planning and approving necessary expenditures for care and maintenance
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
Mentors more junior RMs on all aspects of managing and developing Trust relationships
All other duties/special projects as assigned
Must be able to demonstrate advanced knowledge of Trust administration and operations
Must be able to demonstrate an experienced understanding of the banking industry

Trust Relationship Manager Resume Examples & Samples

Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business
Performs account administration functions according to internal polices and procedures to be efficient and compliant (i.e. account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation)
Reponds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews
Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures
CTFA (Certified Trust Financial Advisor) designation will be beneficial

Institutional Trust Relationship Manager Detroit Resume Examples & Samples

Interact with Unit Manager and schedule and conduct client calls/annual reviews in accordance with established programs and procedures
Monitor and ensure that all management and exception reports are updated in accordance with established procedures
Understand and adhere to all department policies/procedures, as well as fiduciary/regulatory issues and requirements to minimize Bank and client risks
6 years of experience with Microsoft Office Suite

Wealth Management Personal Trust Relationship Manager Resume Examples & Samples

Responsible for the retention, development and growth of high net worth relationships through cultivating strong working relationships with clients and their other advisors that provides a complete understanding of client needs
Administers personal trust accounts, ensuring client objectives are met and are consistent with governing documents and fiduciary administration principles and best serve the interests of the beneficiaries. Responsible for day to day administration and for client relationships
Provides expert financial advice and counsel to clients and prospective clients especially in the areas of personal trust, private banking, and investments. Adds value by presenting alternative solutions to complex problems, anticipating possible problems, and taking preventative action
Resolves problems brought by principals, beneficiaries and others, such as request for special distributions, or planning and approving necessary expenditures for care and maintenance
Properly bills trust accounts for services rendered including charges for any special or extraordinary services
Keeps current and educates clients in trust business trends and changes in fiduciary, regulatory and tax laws, emerging issues, and bank products/services, and advises clients on appropriate actions
Monitors and controls risks in all aspects of account administration
Actively ensures compliance with the U.S. Bank Code of Ethics and all Anti-Money Laundering, Bank Secrecy Act, information security and suspicious activity reporting requirements, policies and procedures. Actively participates in any required corporate and business line training in these areas. Follows account opening procedures and understands and follows internal suspicious activity referral requirements and processes, as required for this position. Actively works with customers to understand each customer’s normal account activity, as appropriate for this position
Professional certification CFP (r) , CTFA, CPWA (r)preferred
Minimum of 5 years of relevant fiduciary, personal trust and/or estate administration experience
An advanced degree in a business discipline or law is preferred
Expert knowledge of fiduciary and financial products and services, including financial and estate planning, wealth transfer, leverage, multiple asset class usage, and asset allocation strategies
Broad-based technical knowledge of investments, tax, legal and bank operations
Current knowledge of fiduciary standards, principles and applicable laws and regulations
Skills and experience in negotiating, delegating, leadership and sales
A teamwork approach and excellent communications skills indicative of the ability to assume greater responsibilities in the future
A highly respected external profile and a demonstrated ability to work productively with other advisors of existing clients and centers of influence of prospective new clients

Personal Trust Relationship Manager Resume Examples & Samples

Eight to ten years of experience in Personal Trust banking industry
Excellent personal trust relationship management, lending, and new business development/sales skills
Advanced knowledge of private banking, investment and other U.S. Bancorp products and services
In-depth knowledge of fiduciary services
Previous involvement in financial planning activities

Trust Relationship Manager Resume Examples & Samples

Day to day administration of a portfolio of structures holding a diverse range of assets
Contact with relationship managers, clients, other professionals and third party advisors principally by email and telephone
Review of legal agreements and documentation to be executed on behalf of client entities
Drafting of Trustee resolutions and company minutes
Delivery and attainment of Key Performance Indicators
Interaction with all divisions of CS Trust Group globally
Assisting with ad hoc projects where required
Attendance at CS Trust presentations and other relevant seminars for CPD or job specific training
3 years’ relevant experience
ICSA/STEP qualified or part qualified
Good understanding of Microsoft products
The ability to manage a portfolio of clients with minimal supervision
The ability to work accurately, reliably and with attention to detail
Good problem solving and analytical skills
A desire to strive for best practice and high quality service
A positive approach to teamwork, supporting and proactively sharing appropriate information with others
Articulate communication skills recognizing the importance of listening
A customer oriented approach, motivated whilst working to short deadlines
Organized and able to work both as part of a team as well as on your own initiative towards specific targets and objectives
Strong relationship building to maintain positive working relationships with peers, management and clients
Commitment to ethical and professional behavior
Commitment to on-going learning, implementing new knowledge into practice

Community Personal Trust Relationship Manager Resume Examples & Samples

Three to five years of experience in Personal Trust banking industry
Strong personal trust relationship management, lending, and new business development/sales skills
Basic knowledge of private banking, investment and other U.S. Bancorp products and services
Strong knowledge of fiduciary services

Institutional Trust Relationship Manager Detroit Resume Examples & Samples

Bachelor's degree from an accredited university in accounting or finance
6 years client management experience
4 years of experience utilizing Microsoft Office Products including Word, Excel and PowerPoint

Institutional Trust Relationship Manager Senior Resume Examples & Samples

Review existing and potential client business scenarios to identify new business development and cross selling opportunities for more complex relationships. Assist in the preparation of RFP responses
Conduct new business presentations to clients, prospects and industry professionals in accordance with established programs and procedures. Achieve annual new business goal
Interact with Regional Manager and schedule and conduct client calls/annual reviews in accordance with established programs and procedures
Effectively handle more challenging client relationships which may have greater complexity or be more politically sensitive
Work closely with Team Leaders, Trust Analysts and other internal colleagues to ensure that all account activities are processed in a timely and accurate manner
Ensure that staff and self-provide the highest level of quality customer service and that client retention goals are achieved or exceeded
Oversee the new account opening process to ensure document files contain all required legal documentation and that trust accounts are properly coded on the Trust Accounting System in accordance with departmental policies and procedures
Ensure that fees for all assigned client relationships are accurately invoiced, receivables monitored and that fees are collected in a timely manner to assist in meeting departmental revenue objectives
Refer clients and prospects to other departments to assist them in meeting their specific needs while helping the Bank simultaneously achieve its revenue goals
Participate in special projects or team assignments to improve efficiencies, achieve greater quality standards and enhance service levels within the department and throughout the Bank
8 years of client management experience
2 years of sales experience

Private Wealth Management Personal Trust Relationship Manager Resume Examples & Samples

Considerable knowledge of personal trust products and services
Strong business development skills in SE WI
JD or CPA

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