Corporate Trust & Escrow Services Account Analyst II

Truist Financial
Charlotte, Florida
Full timeFunction: Solutions Engineering & Sales EngineeringExperience: 5+ yearsSkills: ["Communication","Judgment","Problem-solving","Client service","Risk management","Teamwork"]

Administer corporate trust and escrow services accounts with a focus on compliance, operational accuracy, and support for client onboarding. Partner with relationship and client managers to ensure consistent, high-quality administration of assigned trust and agency accounts, responding to client requests and processing high volumes of data. Own resolution of complex client issues in the manager’s absence, track progress on administrative matters, and support risk management and improvement of CTES administration procedures.

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Truist Financial
Truist Financial
4 days ago

Corporate Trust & Escrow Services Account Analyst II

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Last checked: 9 hours agoStatus: Live

Job Summary

Administer corporate trust and escrow services accounts with a focus on compliance, operational accuracy, and support for client onboarding. Partner with relationship and client managers to ensure consistent, high-quality administration of assigned trust and agency accounts, responding to client requests and processing high volumes of data. Own resolution of complex client issues in the manager’s absence, track progress on administrative matters, and support risk management and improvement of CTES administration procedures.
Location: Charlotte, Florida
Employment Type: Full time
Job Function: Solutions Engineering & Sales Engineering
Seniority: Mid level

Key Responsibilities

  • •Assist in administering corporate trust and escrow services accounts to ensure uniformity, efficiency, and quality
  • •Support client onboarding policies and account administration policies and procedures
  • •Provide client support by responding to direct requests and coordinating, facilitating, and processing documents and information
  • •Support account administration for general or complex trust/agency accounts and ensure accurate, high-volume data processing
  • •Maintain risk management and compliance for Corporate Trust and Escrow Services Administration, including delivering an inclusive, team-oriented culture aligned to Truist values
Travel: Low travel

Pay and Benefits

Perks:Health InsuranceDentalVision401k

Key Requirements

  • •5+ years of corporate and institutional transactional experience in Corporate Trust and Escrow Services, or 7 years of general business experience
  • •Strong verbal and written communication skills
  • •Demonstrated ability to deal with complex situations requiring sound judgment
  • •Problem-solving ability
  • •Proficiency in basic computer applications (Microsoft Office) and working knowledge of Trust and Agency software packages and applications
Experience:5+ yearsCorporate trustEscrow servicesAccount administrationClient service
Skills:CommunicationJudgmentProblem-solvingClient serviceRisk managementTeamwork
Languages:English
Tech Stack:Microsoft OfficeTrust and Agency software packagesTrust and Agency software applications

Company Brief

Truist Financial
Provides consumer and commercial banking, wealth management, insurance, lending, and payments services through a large U.S. financial services platform formed by the merger of BB&T and SunTrust.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Charlotte, United States
Founded: 2019
WebsiteLinkedIn