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Institutional Trust Relationship Manager (Insurance/Not for Profit)

Comerica Bank

This is a Full-time position in Detroit, MI posted September 8, 2021.

Institutional Trust Relationship Manager, AVPWe 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.

TravelOccasional travel.

Position Qualifications * Bachelor’s Degree from an accredited university* 6 years of experience in client management* 4 years of experience utilizing Microsoft Office Suite* 1 years of experience in sales Comerica Bank Center (CBC)8:00am
– 5:00pm Monday
– Friday