Trust Relationship Manager Resume Sample
Kassandra Ebert
55214 Yadira Crossroad,
San Francisco,
CA
+1 (555) 735 3209
Work Experience
Trust Relationship Manager
06/2015
-
PRESENT
Houston, TX
- Business Delivery & Operations
- Meets with clients to ensure the quality of service and uncover opportunities for referrals for other banking services
- Five or more years of financial advisory/sales experience in Trust and Investments, preferably in private banking relationship development
- Attend client meetings as required to facilitate on-boarding of new business (e.g. document signing, collection and verification of IDs and addresses etc.)
- Pre-screen new business packages for completeness of documentation and any required approvals from control partners in Risk, Tax and / or Legal; follow-up with Bankers/Wealth Planners for outstanding documents, etc
- Liaise with the International New Business team as required to ensure the seamless and efficient acceptance and set-up of new business and the assignment of the relationship to the Trust Center for ongoing administration
- 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
- 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
Personal Trust Relationship Manager
08/2008
-
04/2015
Phoenix, AZ
- Reponds timely to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews
- Review existing and potential client business scenarios to identify new business development and cross selling opportunities. Assist in the preparation of RFP responses
- 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
- Performs account administration functions according to internal Policies 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
- Responds timely to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews
- 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
- Manage client relationships with annual fees of more than $10,000 annually
Wealth Management Personal Trust Relationship Manager
05/2002
-
07/2008
Detroit, MI
- Retain and increase book from current accounts
- Be an integral part of Investment Services administrative team
- Coaching and training staff and providing input into policy and procedures o the area
- Extensive knowledge of business, trust, tax, estate planning and investments
- Demonstrate Strong interpersonal skills in person-to-person and telephone interaction
- Very professional appearance
- Performs account administration functions according to internal policies 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)
- Responds 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
- Foster client interest in expanding account relationships through awareness of other Company products and services
Education
National American University - Zona Rosa Campus
1998 - 2002
Bachelor's Degree in Business Administration
Professional Skills
- Utilizes fiduciary expertise and negotiating skills
- Basic networking and business development skills
- Basic personal trust and relationship management skills
- One to three years of experience in Personal Trust banking industry
- Five to eight years of experience in Personal Trust banking industry
- Excellent personal trust relationship management
- Experience with procedures development
How to write Trust Relationship Manager Resume
Trust Relationship Manager role is responsible for training, articulate, events, compliance, insurance, reporting, security, listening, coding, marketing.
To write great resume for trust relationship manager job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Trust Relationship Manager Resume
The section contact information is important in your trust relationship manager resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Trust Relationship Manager Resume
The section work experience is an essential part of your trust relationship manager resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous trust relationship manager responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular trust relationship manager position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Trust Relationship Manager resume experience can include:
- Proven ability to build strong relationships with customers
- Experience in life insurance products, fiduciary servicing,
- Experience working with public charities or private foundations
- Experience with estate planning and trust administration
- Effective communication to include corresponding with USAA Members
- Personal Trust Relationship Management or related Financial Services experience required
Education on a Trust Relationship Manager Resume
Make sure to make education a priority on your trust relationship manager resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your trust relationship manager experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Trust Relationship Manager Resume
When listing skills on your trust relationship manager resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical trust relationship manager skills:
- Strong project management, time management and problem-solving skills
- Develops and trains associates regarding work priorities, complex accounting issues and reporting and documentation matters
- Experience utilizing Microsoft Office Products including Word, Excel Power Point and Outlook
- Strong understanding of Trust products and operations
- Experience in fiduciary servicing,
- Experience in fiduciary servicing,
List of Typical Experience For a Trust Relationship Manager Resume
1
Experience For Personal Trust Relationship Manager Resume
- Monitors account cash balances/overdrafts and aged receivable status
- Maintains high fiduciary standards to prevent losses due to administrative error
- Manages client problem resolution process taking active ownership and responsibility for client service concerns. Follows up to ensure problems are resolved promptly and takes necessary actions to guard against reoccurrence
- Develops revenue enhancements, negotiates contract renewals and identifies opportunities for cross-selling products/services; actively participates in pursuit of new business and sales efforts
- Participates in sales presentations, explains details of our overall service offering and provides system demonstrations
2
Experience For Fiduciary Trust Relationship Manager Resume
- Actively participates in preliminary discovery of new business opportunities
- Trains new clients through web demonstrations and on-site visits
- Takes an active part in the development and performance plans of associates
- Develop new trust relationships
- Participate/Vote in committee meetings
- Be a resource for other trust officers
3
Experience For Wealth Management Personal Trust Relationship Manager Resume
- Juris Doctorate designation
- Very professional presence
- MS Suite proficient
- 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
List of Typical Skills For a Trust Relationship Manager Resume
1
Skills For Personal Trust Relationship Manager Resume
- Strong personal trust relationship management, lending, and new business
- Develop and maintain strong relationships within client organizations
- Acting as deputy to the Centre Head Trust
- Successfully retain existing customer relationships including generating new business from these customers to increase market share and profitability
- Services existing trust accounts by communicating with grantors and beneficiaries to determine that trust agreements are being carried out as intended
2
Skills For Fiduciary Trust Relationship Manager Resume
- Manage client relationships including gathering and providing information to trust committees and portfolio management team
- Provides advice in areas of personal trust, estate and tax planning, private banking and investments
- Assistance with the take on of new business, including liaison with sales team and with centralised functions
- Proficiency with utilizing Microsoft applications
- Basic knowledge of private banking, investment and other U.S. Bancorp products
- Thorough knowledge of private banking, investment and other U.S. Bancorp products and services
- Develop and complete customer calling program to ensure customer satisfaction, retention, and identification of repeat and new business opportunities
- Solicit new business from current relationships with market influencers, working closely with new business development staff
3
Skills For Wealth Management Personal Trust Relationship Manager Resume
- Write fee proposals based on standard pricing with some modifications for unique non-routine responsibilities
- Thorough knowledge of trust products, trust accounting procedures and investments
- Educates client on the bank's products/services,
- Overall responsibility for line management of a teams of Trust relationship Managers in respect of defined geographic desks
- Coordination of direct reports - Vice President (VP) grade
- Overall responsibility for workload within the Trust administration teams in a risk based manner
- Provision of management information to the Board as required
- Attendance at Senior Management meetings
- Projects: Coordination of and participation in projects where required
4
Skills For Institutional Trust Relationship Manager Senior Resume
- Authorisation and execution of payments and documentation for transactions as ‘A’ signatory
- As required, contact with relationship managers, clients, other professionals and third party advisors principally by email, telephone and attendance at client meetings
- Consideration of client requests both with regard to tax implications and risk assessment
- Human Resources: Individual personnel performance: bi-annual and annual appraisals
- Audit: Preparation for and participation in internal and external audits
- Strong listening and questioning skills in order to provide advice and consult with clients concerning a broad range of financial planning areas including advanced estate and generation planning, retirement planning, investment management, risk management, charitable planning and risk management
5
Skills For Institutional Trust Relationship Manager Detroit Resume
- The PT Relationship Manager can, independently or in collaboration with other partners, create and/or coordinate specific sales proposals to generate new business. In addition, the individual can build and expand referral source opportunities both internally and externally
- One to three years of experience in Personal Trust area
- Post Graduate Degrees (JD, CPA, CTFA, CFP, MBA) highly desirable
- Personal Trust Relationship Management/Personal Trust Administration; or Estate Planning/Probate practice; or Financial Services Business Development within Personal Trust or Investment Management,
- Proven Trust Relationship Management experience
- Experience as a Relationship Manager or Senior Administrative Officer in the Corporate Trust Industry
- Three or more years of wealth management experience in the financial services industry
- One to three years of wealth management experience in the financial services industry
6
Skills For Trust Relationship Manager Senior Resume
- Three to five years of experience in corporate trust and sales activities or related field
- Personal Trust Relationship Management, Personal Trust Administration, Estate Administration, or Estate Planning/Probate practice
- Manages relationships with irrevocable life insurance
- Manages an account base consisting of large and complex fiduciary relationships including more sensitive situations requiring the exercise of prudent discretion
- Administers client fiduciary relationships ensuring that all fiduciary standards and practices are observed
- Assumes responsibility for overall client satisfaction by directing and coordinating the efforts of appropriate Bank resources to ensure timely delivery of quality service, issue resolution, and effective communication of client needs to partners
- Advanced knowledge of personal trust products and services
7
Skills For Corporate Trust Relationship Manager Resume
- Basic knowledge of personal trust products and services
- Basic knowledge of fiduciary services
- Provide exceptional service to customers with regard to account administration, questions, problems, education, or other requests
- Communicates ideas both verbally, in written form and via presentation in a clear, concise, and professional manner appropriate to audience including executive levels
- Collaboration (team building)
- Develops new Trust business concentrating on both additional trust assets and income
- Develops individual service criteria with client emphasizing client goals and objectives (Service Agreements)
- Maintains significant proficiency in the areas of fiduciary trust and employee benefits through participation in periodic training activities
8
Skills For Community Personal Trust Relationship Manager Resume
- Knowledge of trust, tax, estate planning, and investments
- Proficiency in Microsoft Office software is essential as well as a all systems involved with Trust account administration
- Certification or willingness to obtain certification in employee benefits/retirement plans
- Basic knowledge of Wealth Management products and services
- Lead, with or without authority
- Knowledge of TrustDesk system
9
Skills For Senior Personal Trust Relationship Manager Resume
- Contacts or corresponds with attorneys, agencies, co- trustees/co-executors, and other parties who have an interest in any aspect of an account
- Serves as the primary point of contact for customers for any of their financial services needs. Coordinates planning efforts with attorneys, accountants, CLUs, other trust personnel and clients
- Is actively involved with the community, networking to identify new business development opportunities
- Adheres to and maintains knowledge of all Synovus Trust Company written policies and procedures
- Performs account administration functions according to internal policies 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
- Responds 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
10
Skills For Private Wealth Management Personal Trust Relationship Manager Resume
- Responsible for overall profitability of each client relationship
- Manages account administration, i.e., account opening account closing, monitors investment objectives, oversees charging and collecting fees, annual account reviews and service delivery ensuring client needs are met and within expectation
- Discusses and develops strategies with client contacts to help assist in expanding and growing their businesses
- Regularly reviews service commitments with clients and provides insight on ways to improve current practices
- Monitors/controls account activities to ensure compliance with internal procedures as well as prevent any compliance and/or regulatory issues
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