Corporate Trust & Escrow Services Business Development Officer

Company: Truist Bank
Location: San Francisco
Posted on: April 2, 2026

Job Description:

The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. Need Help? If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Responsible for marketing and selling of Corporate Trust & Escrow Services ("CTES") business in specified markets, regions, and/or product segments. Identify institutional clients, prepare presentations, follow up on client contacts, and close sales. CTES provides broad transactional expertise to help Commercial, Municipal and Corporate clients in CCB, CIG and Wealth meet their financial goals and deepen their relationship with Truist. CTES provides a highly skilled and experienced sales and service team across a variety of solutions and transaction roles including: corporate and municipal bond trustee, commercial escrow agent, M&A administration, Reinsurance and regulatory trustee, and other agency roles associated with capital market activities. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time. 1. Possess thorough knowledge of corporate trust and escrow solutions available to institutional clients: public and private corporations, financial institutions, non-profits, and government entities. 2. Develop and maintain marketing and sales plans for presentations to institutional clients, center of influences (COIs), and bank partners. 3. Develop relationships with appropriate COIs that can refer CTES business, such as law firms, bar associations, investment banks, bond investment advisors, and private equity firms. 4. Plan, organize, and schedule calling activities for COIs, current clients, prospects, bank partners to produce sales of CTES solutions. 5. Coordinate selling activities with other Truist banking and financial services partners, as appropriate. 6. Market CTES through presentations to internal and external groups; represent the bank in civic, community, government, banking, and professional groups. 7. Perform market research to identify new opportunities and engage with executives/teammates to establish strategies for pursuing those new opportunities 8. Assist in the negotiation of deal specific contacts and pricing within CTES risk guidelines. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. 1. Bachelor's Degree in Management, Banking, Business, Accounting, Finance, Economics, or equivalent education and related training 2. 8 or more years of business development and institutional (e.g. corporations, municipalities, not-for-profit organizations, etc.) sales experience that demonstrates progressive growth and accomplishments 3. Considerable knowledge of trust, escrow, and agency related businesses 4. Ability to travel frequently, occasionally overnight 5. Ability to network to build and cultivate profitable relationships 6. Ability to proactively identify and capitalize on business development opportunities 7. Excellent verbal and written communication skills Preferred Qualifications: 1. Master's degree in Business or related field, or equivalent education and related training 2. Proficiency with CRM such as Salesforce 3. 10 years of sales experience The annual base salary for this position is $175,000 - $215,000. If you feel this position announcement is deficient in light of the pay transparency requirements of the Washington State Equal Pay Opportunity Act (RCW 49.58.110), please notify Truist at careers@truist.com . General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site . Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Background Check Requirements: Section 19 of the Federal Deposit Insurance Act (FDIA) requires federally insured banks to conduct a “reasonable” inquiry into a job candidate’s criminal history and prohibits people from working for or participating in the activities of FDIC-insured institutions if the individual has a criminal history involving dishonesty, breach of trust or money laundering within certain time periods. More information on the FDIC Section 19 Rule prohibition can be found at the FDIC website. Additional restrictions that may limit employment at Truist include the Secure and Fair Enforcement for Mortgage Licensing (SAFE) Act, Regulation Z of the Truth in Lending Act, Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, FINRA Rule 3110(e), and the Investment Advisors Act of 1940. If you feel this position announcement is deficient in light of the pay transparency requirements of the Washington State Equal Pay Opportunity Act (RCW 49.58.110), please notify Truist at careers@truist.com . Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace. EEO is the Law E-Verify IER Right to Work

Keywords: Truist Bank, Santa Clara , Corporate Trust & Escrow Services Business Development Officer, Sales , San Francisco, California