Institutional Trust Relationship Manager Sr Job Description

Posted today

Institutional Trust Relationship Manager Sr

Comerica Incorporated - Frisco, TX

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We invite you to explore the award-winning culture, people, rewards and opportunities that make Comerica Bank so special. Make your next career choice a confident one.

Qualifications

Position Qualifications:

Bachelor's Degree from an accredited university
8 years of client management experience (Captive Insurance preferred)
6 years of experience with Microsoft Office including Word, Excel, Power Point, and Outlook
2 years of sales or related experience

Job Description

Institutional Trust Senior Relationship Manager
The Senior Relationship Manager role will oversee the administration of all assigned client relationships including the delivery of high-quality products/services, conducting productive client/prospect meetings, obtaining complete and accurate account documentation, and ensuring profitability of all assigned relationships.

Position Responsibilities:

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. Contribute to department annual new business goal.
Interact with Unit 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.
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.
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.

About Comerica

We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.

Upon offer, Comerica conducts a comprehensive background and fingerprint check.

NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.

Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned by the Business Bank, the Retail Bank, and Wealth Management. Comerica's more than 9,000 colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.

Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.