Institutional Trust Relationship Manager
Comerica
Institutional Trust Relationship Manager, AVP 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. The Institutional Relationship Manager role will be responsible for overseeing 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: Business Development * Review existing and potential client business scenarios to identify new business development and cross selling opportunities. Assist in the preparation of RFP responses. * Conduct new business presentations to clients, prospects, and industry professionals in accordance with established programs and procedures. Achieve annual new business goal. Customer Service * Interact with Unit Manager and schedule and conduct client calls/annual reviews in accordance with established programs and procedures. * 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. Profitability/Compliance * Oversee the new account opening process to ensure document files contain all required legal documentation. * 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 all regulatory/fiduciary 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. Travel Occasional travel. Equal Opportunity Employer Minorities/Women/Protected Veterans/Disabled
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