GrapevineRecruiter Since 2001
the smart solution for Grapevine jobs

Corporate Trust Services (CTS) Relationship Manager 2

Company: Wells Fargo
Location: Dallas
Posted on: August 23, 2019

Job Description:

Job DescriptionAt Wells Fargo, we want to satisfy our customers financial needs and help them succeed financially. Were looking for talented people who will put our customers at the center of everything we do. Join our diverse and inclusive team where youll feel valued and inspired to contribute your unique skills and experience.

Help us build a better Wells Fargo. It all begins with outstanding talent. It all begins with you.

Wholesale Banking provides financial solutions to businesses across the United States and globally. Our four major business lines include Corporate & Investment Banking, Commercial Banking, Commercial Real Estate, and Wells Fargo Commercial Capital. We also have groups in credit risk, group risk, finance, marketing, human relations, and the Wholesale Chief Operating Office that support our businesses.

Wells Fargo Commercial Capital (WFCC) combines Wholesales secured lending businesses including Asset Backed Finance (ABF), Commercial Distribution Finance (CDF), Corporate Trust Services (CTS), Wells Fargo Capital Finance (WFCF) and Wells Fargo Equipment Finance (WFEF). This consolidated group of businesses helps customers leverage their companys assets into flexible financing solutions. WFCC is a leading contributor to Wholesales revenue, assets, and net income.

This position is within Corporate Trust Services (CTS) - a division within Commercial Capital.

Responsible for developing and maintaining strong customer relationships for large and/or critical/complex Corporate Trust Business Escrow accounts. Provides primary client contact, proactive communication and consultation, and coordination of internal partners for the effective delivery of Corporate Trust products and services. Provides support for new account sales and may have individual goals for sales to existing customers and/or referral sources. Ensure customer satisfaction through designing and implementing a relationship plan that meets customer needs. Duties include: represent CTS in developing and maintaining client relationships with large and/or critical/complex clients; increase account profit through cross-selling products and services to existing clients; ensure sound risk management and compliance practices, perform contractual document review, negotiation, and closing coordination, and subsequent amendments and supplements; maintaining appropriate levels of risk mitigation and adherence to relevant policies and procedures with the acceptance and on-boarding of new accounts and contract revisions. May participate in closing of deals and may independently close deals.

Team members support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business units risk appetite and all risk and compliance program requirements.Required Qualifications

  • 7+ years of experience in one or a combination of the following: trust, financial services, or account management

    Desired Qualifications

    • Experience reading and interpreting complex legal documents
    • Customer service focus with experience actively listening, eliciting information, comprehending customer issues/needs, and recommending solutions
    • Intermediate Microsoft Office (Word, Excel, and Outlook) skills
    • Ability to navigate multiple computer systems, applications, and utilize search tools to find information
    • Strong analytical skills with high attention to detail and accuracy
    • Extensive math skills
    • Excellent verbal, written, and interpersonal communication skills
    • Ability to interact with all levels of an organization
    • Effective organizational, multi tasking, and prioritizing skills
    • Solid problem solving and decision making skills
    • Ability to instruct others
    • Ability to work independently, proactively, innovatively, and creatively while exercising sound judgment
    • Corporate trust experience
    • Customer relationship management experience
    • Strong collaboration and partnering skills

      Other Desired Qualifications

      • Experience administering M&A Escrow, along with Paying Agent, Business Escrows, Regulatory Trust or other related experience (1031 Like Kind or Insurance Trust products)
      • Trust and/or securities product experience

        Job Expectations

        • Ability to travel up to 10% of the time

          Street AddressIL-Chicago: 10 S Wacker Drive - Chicago, IL

          CA-LA-Downtown Los Angeles: 333 S Grand Avenue - Los Angeles, CA

          TX-DAL-Downtown Dallas: 1445 Ross Ave - Dallas, TXDisclaimerAll offers for employment with Wells Fargo are contingent upon the candidate having successfully completed a criminal background check. Wells Fargo will consider qualified candidates with criminal histories in a manner consistent with the requirements of applicable local, state and Federal law, including Section 19 of the Federal Deposit Insurance Act.

          Relevant military experience is considered for veterans and transitioning service men and women.

          Wells Fargo is an Affirmative Action and Equal Opportunity Employer, Minority/Female/Disabled/Veteran/Gender Identity/Sexual Orientation.

Keywords: Wells Fargo, Grapevine , Corporate Trust Services (CTS) Relationship Manager 2, Executive , Dallas, Texas

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category

Other Executive Jobs

Benefits and Compensation Manager
Description: BayMark Health Services, the country's leader in provision of outpatient treatment for Opioid Use Disorders, is seeking a Benefits and Compensation Manager to join our growing Human Resources department. (more...)
Company: BayMark Health Services
Location: Lewisville
Posted on: 09/17/2019

Management Career Fair - Arlington, TX - Thursday, August 8th 2019 - Dallas
Description: Req ID: 138862Operations ManagerWorking at Love---s as an Operations Manager is a very different job. We work hard for our customers and our teams. As a manager at Love---s, we empower you to be owner-operators (more...)
Company: Loves Travel Stops & Country Store
Location: Dallas
Posted on: 09/17/2019

Director Of Communications
Description: Position Description The Director of Communications is responsible for effectively and efficiently telling the story of John Paul II High School JPII . Working closely with JPII leadership, and supporting (more...)
Company: John Paul II High School
Location: Plano
Posted on: 09/17/2019

Assistant Branch Manager-AppleOne-$80k+ -
Description: Thanks to the improving job market and the incredible response to our services from the local business community, AppleOne is expanding and in need of Leaders. br br We are seeking experienced applicants (more...)
Location: Grand Prairie
Posted on: 09/17/2019

Project Manager
Description: Project Manager br If you are a Project Manager with experience, please read on Award-winning Site Utility Contractor that has been proudly serving the Dallas-Fort Worth Metroplex for three generations (more...)
Company: CyberCoders
Location: Mansfield
Posted on: 09/17/2019

Project Manager
Description: Are you most comfortable while working with facts and details Do you enjoy performing tasks that require you to be analytical, level-headed and methodical br br br TriArc Construction, LLC. is (more...)
Company: TriArc
Location: Dallas
Posted on: 09/17/2019

Interior Design Project Manager
Description: Award winning design firm is seeking an Interior Designer/Project Manager to collaborate with team members and manage residential and commercial interior design projects from concept to completion.--This (more...)
Company: Studio Steidley
Location: Carrollton
Posted on: 09/17/2019

Senior Accounting Manager
Description: Sr Accounting Manager Job 5606 INDPlease visit our website for all open opportunities in Accounting Finance at A privately-held holding firm involved in commercial real estate development.Responsibilities (more...)
Company: Thomas Edwards Group
Location: Dallas
Posted on: 09/17/2019

Landscape Account Manager - Residential - Dallas, TX
Description: Grow your career with an Industry Leader Looking for an accomplished High End Residential Landscape Account Manager to manage a dynamic portfolio of residential accounts for a driven, full-service LANDSCAPE (more...)
Company: McFarlin Stanford
Location: Dallas
Posted on: 09/17/2019

Case Management Coordinator
Description: The OpportunityWe're looking for a Case Management Coordinator, working in the Insurance industry in Richardson, Texas. br ul br li Assess, plan, implement, coordinate, monitor, evaluate and advocate (more...)
Company: PSG Global Solutions
Location: Richardson
Posted on: 09/17/2019

Log In or Create An Account

Get the latest Texas jobs by following @recnetTX on Twitter!

Grapevine RSS job feeds