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)
• UITF Certification Program (UCP)