Trust Relationship Manager Sr.

Synovus Financial Corp

Savannah, GA, US
Not specified; not specified; not specified
On-site
Trust relationship development
Estate and tax planning advice
Fiduciary responsibility adherence
Synovus Financial Corp is seeking a Trust Relationship Manager Sr. in Savannah, GA, to develop and manage investment management and trust relationships while providing exceptional client service. The role includes serving as the primary contact for clients, coordinating with various professionals, and adhering to fiduciary responsibilities

Job Summary

  • The role involves developing new investment management and trust relationships while servicing existing account relationships.
  • Employees serve as the primary point of contact for clients, providing advice on personal trust, estate, and tax planning.
  • The position requires performing trust accounting functions including daily deposits, disbursements, and preparing tax information.

Matching Summary

Match Score: 85

Synovus Financial Corp is seeking a Trust Relationship Manager Sr. in Savannah, GA, to develop and manage investment management and trust relationships while providing exceptional client service. The role includes serving as the primary contact for clients, coordinating with various professionals, and adhering to fiduciary responsibilities.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • Trust relationship development
  • Estate and tax planning advice
  • Fiduciary responsibility adherence
  • Trust accounting functions
  • Client communication coordination

Nice-to-have

  • Community networking skills
  • Team lead experience
  • Risk awareness and reporting
  • Collaboration with attorneys
  • Investment strategy partnership

Key Requirements

  • Knowledge of Synovus Trust Company policies
  • Ability to coordinate with attorneys and accountants
  • Experience in trust administration and accounting

Work Rights

Not specified

Tailored Resume

Cover Letter