The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
The ideal candidate will combine strong relationship management, leadership, banking operations ... Remote * Salary: Commensurate with experience. * Travel: Up to 25% travel may be required.
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This is an ideal position for an entrepreneurial leader who thrives in a "player-coach" environment, combining strategic advisory expertise with hands-on leadership of high-impact marketing ...
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Remote Leader Bank information
How does a Remote Leader at a bank typically collaborate with in-person teams to ensure smooth operations?
What are the key skills and qualifications needed to thrive as a Remote Leader at a bank, and why are they important?
What is the difference between Remote Leader Bank vs Remote Bank Teller?
| Aspect | Remote Leader Bank | Remote Bank Teller |
|---|---|---|
| Required Credentials | Banking experience, leadership skills, relevant certifications | Basic banking knowledge, customer service skills, high school diploma |
| Work Environment | Remote, managerial or supervisory roles within banking | Remote, customer service-focused roles in banking |
| Employer & Industry Usage | Financial institutions, banking sector | Financial institutions, banking sector |
| Common Search & Comparison | Leadership, management, remote banking roles | Customer service, teller duties, remote banking jobs |
Remote Leader Bank typically involves managerial responsibilities, leadership skills, and experience in banking, often requiring certifications. In contrast, Remote Bank Tellers focus on customer service, basic banking tasks, and usually need less formal credentials. Both roles are remote and serve the banking industry, but they differ significantly in responsibilities and required qualifications.
What is a Remote Leader Bank?
Full-time, Contractor
Posted 20 days ago
Job description
Agility 360 is seeking a Corporate Trust Relationship Manager III to manage a portfolio of Public Finance Corporate Trust clients while ensuring exceptional client service, operational excellence, compliance oversight, and relationship growth. This role serves as a key liaison between clients, business development officers, and internal teams, overseeing trustee, paying agent, escrow, custodial safekeeping, and other corporate trust services. The ideal candidate will combine strong relationship management, leadership, banking operations, and regulatory expertise to drive client satisfaction, operational efficiency, and business growth.
ESSENTIAL JOB FUNCTIONS
- Manage a portfolio of Public Finance Corporate Trust clients requiring Trustee, Paying Agent, Escrow, custodial safekeeping, and related corporate trust services.
- Oversee day-to-day client operations, service delivery, and reporting in partnership with client service associates.
- Monitor and respond to client inquiries while ensuring timely resolution of service-related issues.
- Coordinate debt service bond payments and ensure accurate execution of trustee and paying agent responsibilities.
- Monitor portfolio compliance requirements and identify, escalate, and resolve non-routine operational issues.
- Develop and maintain strong relationships with Public Finance Corporate Trust clients and key stakeholders.
- Partner with Business Development Officers to support client retention, relationship expansion, and new business opportunities.
- Review and approve new client relationships in accordance with account acceptance policies and procedures.
- Build and maintain relationships with external intermediaries that support the Public Finance business.
- Ensure clients receive accurate, timely, and required reporting and communication.
- Respond to inquiries from clients, bondholders, attorneys, trustees, and other interested parties.
- Identify operational challenges, business risks, and process improvement opportunities; implement solutions to enhance efficiency and controls.
- Coordinate operational changes and process enhancements within the business unit.
- Support achievement of revenue, new business, and expense management goals.
- Lead, coach, train, and develop client service associates and other team members.
- Participate in hiring, performance management, employee development, and annual review processes.
- Drive product efficiency initiatives and lead business-related projects as needed.
EDUCATION / EXPERIENCE REQUIREMENTS
- Bachelor's degree or equivalent combination of education and experience required.
- Minimum of 8 years of experience in Corporate Trust, Public Finance, banking, or a related financial services field.
- Previous leadership, supervisory, or team management experience required.
- Advanced knowledge of Corporate Trust products and services, including Trustee, Paying Agent, Escrow, and custodial services.
- Advanced knowledge of banking operations, including deposit operations, loan administration, treasury management, and commercial banking products.
- Strong understanding of applicable regulatory requirements, legal compliance obligations, industry standards, and best practices.
- Excellent verbal and written communication, client relationship management, and problem-solving skills.
- Proven ability to manage complex client relationships and operational processes.
ADDITIONAL DETAILS
- Location: Remote
- Salary: Commensurate with experience.
- Travel: Up to 25% travel may be required.
- Industry: Banking / Corporate Trust / Public Finance
- Employment Type: Contract to hire
About Agility 360
Sourced by ZipRecruiter
Industry
Finance and insurance
Company size
51 - 200 Employees
Headquarters location
Dallas, TX, US
Year founded
2014