Account Servicing Manager (Trust Banking Group)

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Account Servicing Manager (Trust Banking Group) Job Summary: To execute day-to-day transactional requirements of customers of the Account Management Division in a timely and compliant manner, to enable AUM and profitability growth and deepen customer relationships.
Provides transactional support to Account Managers of Trust to enable timely and compliant execution of client instructions, which may includes the following: Contributions ,Withdrawals and Investment orders of non-discretionary accounts Ensures that fixed income maturities, interests and dividend income are monitored and deployed in a timely manner Ensures that clients' investment instructions are serviced in a timely and organized manner, including time deposits, primary issuances, and secondary market orders Internal coordination of client orders/instructions with various providers within TBG and bank proper, as applicable. Ensures that all transactions are compliant with internal and external regulations. Reviews appropriateness of the transactions and submitted documentary requirements relevant to transactions and flags non-compliant orders to the handling Account Manager. Performs other related functions that may be assigned from time to time. Qualifications: Knowledgeable in Trust regulations, internal policies and procedures Understands investment and portfolio management Good interpersonal and communication skills (both in oral and written form) Ability to work effectively with cross-functional teams Well-organized, detail-oriented Able to multi-task and organize tasks by priority SEC Fixed Income Salesman (Phase 1 and 2) Provider Description
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