5+ years of experience
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Employment Type:
Full time
Job Category:
Corporate Trust Account Manager
(This job is no longer available)
Bank of Utah | Slc, UT
Grad Date

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Job Description

Hello, I am Jon Croasmun, and I am the VP Trust Manager for the Bank of Utah. Bank of Utah is one of Utah's largest community banks. At Bank of Utah relationships matter. We take pride in the fact that we know our customer names and they know ours!

We are currently looking for an Account Manager for our Corporate Trust department. This position will be located at 200 E. South Temple Salt Lake City, UT.

Primary responsibilities for this position include account administration involving account setup, cash movement, investment of funds and most importantly managing the relationship with the clients in your portfolio. Attention to customer needs and relationships is key to this role.

To qualify for this Corporate Trust Account Manager position you must have:

* 5 years Corporate Trust experience or related business experience.
* Undergraduate degree, preferably in a business related field.
* Helpful to have experience with Excel Spreadsheets and have some knowledge of SQL report writing.

Responsible for the incoming/outgoing process of cash for each account, will coordinate with the appropriate parties (internally and externally) to ensure that funds are processed correctly, including with permitted investments. Be the primary contact for customer inquiries on current transactions.

This Corporate Trust Account Manager position requires you to:

* Review governing documents in order to complete an account synopsis of each transaction.
* Oversee annual Corporate Trust tax forms and distributions by working with 3rd part tax accountants.
* Works with the Operations Manager to forecast profit and loss and budgeting

About Bank of Utah

At Bank of Utah, we are committed to helping you as a mortgage originator succeed. We have the experience, technology and resources to make this happen. If you are interested in becoming a member of our team, we would love to discuss with you the opportunities we have available. We would like to learn more about your needs and interests and answer any questions that you have.