Account Associate
Full-time
Bank of Commerce
Job Summary:
Responsible for efficiently and accurately administering daily transactions of all existing and outstanding trust clients while ensuring compliance to policy and regulations to support the Account Managers and Department Heads; and
Responsible for coordinating and executing the activities and initiatives of the Division consistent with the overall business direction and strategy as set by the Division Head and Chief Trust Officer.
Duties and Responsibilities:
- Engages in account management activities for all trust products of existing and outstanding trust and IMA accounts, focusing on sending of maturities specifically to branches.
- Coordinates with other TSG Divisions and/or the Bank’s distribution channels for the
- following:
- a. Preparation and review of the required updating documents,
- b. Escalation of client and transaction concerns to the proper reviewing and approving authority,
- c. Secure clearances and approvals of documentation, transactions, and exceptions on a case-to-case basis;
- d. Completion of daily maturity dispositions and all trust-related transactions within the standard turn-around-time;
- e. Transmittal of Official Receipt and Confirmation of Investment/Participation either to branches or clients;
Vacancy posted 21 days ago
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