Institutional Trust Analyst I
The Institutional Trust Analyst I is responsible for processing daily cash, security and accounting transactions for a dedicated book of assigned accounts that are standard in nature.
Position Competencies
Successful incumbents possess integrity and trust, listening skills, problem solving and time management skills, are focused on the customer, are action oriented, are teamplayers and good peer relationships and have intellectual horsepower and a drive for results.
Position Responsibilities:
- Develop and maintaining client specific procedures and documenting unique account processing requirements.
- Monitor account balances/activity and initiate actions such as fund and trade orders, contributions and disbursements and required reporting to ensure accounts are in full compliance with established standards to reduce financial and reputational risk to client and bank.
- Verify input for accuracy when processing transactions in an assigned account to minimize financial impact and reputational risk to the client and bank.
- Communicate with clients, and third-party providers such as consultants, auditors, actuaries, investment managers and various internal departments to ensure that all account activity is posted in a timely and accurate manner.
- Monitor and process incoming directives and log them into the appropriate database. Review daily to ensure requested transactions are processed accurately and within established deadlines.
- Complete projects and special requests by the stated deadline. Deliver reports within stated deadline.
- Research, resolve and document all exception situations requesting guidance when necessary to increase knowledge.
- Complete all steps associated with new account set-up and closing account requirement. Complete all assigned annual account reviews and provide required documentation for annual relationship reviews to the assigned Relationship Manager.
Travel
Travel is not required of this position.
Relocation
No relocation assistance is provided for this position.
- Bachelor's degree from an accredited university AND 6 months financial service or customer service experience OR High School Diploma and 3 years of financial services/operations experience.
- 1 year of experience with Microsoft Word and Excel About Comerica
We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure.
Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background ("RAP Back") service, which provides ongoing notification to the Company of any updates to your criminal history.
NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act.
Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico.
Comerica is proud to be an Equal Opportunity Employer - disability/veteran.
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Comerica Bank
life insurance, parental leave, paid time off, sick time, 401(k), relocation assistance
Jul 29, 2025