SCT Relationship Manager I

2 weeks ago

Salt Lake City, United States UMB Financial Corporation Full time

This role will provide routine transactional support/complete ownership of accounts that may include international components.

  • Interacts with customer relationships on transactions
  • Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
  • Resolve administrative issues and provide support to existing client staff with support from peers and senior staff
  • Operate somewhat independently to service the clients and resolve issues
  • Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up as outlined in the governing documents.
  • Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
  • Provide feedback to Sales to accurately price new business based on account structure compared to existing business
  • Review legal documents with guidance to ensure operational mechanics are appropriate
  • Work with corporate legal, compliance and outside legal counsel to negotiate document provisions
  • Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
  • Other duties as assigned
Knowledge and Skills:
  • Demonstrates strong client relationship management skills
  • Demonstrates successful networking skills and the ability to establish a network of strategic contacts
  • Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing
  • Demonstrates ability to manage multiple projects and timelines
  • Demonstrates exceptional written and verbal communication skills with attention to detail
  • Demonstrates general knowledge of banking products and services
  • Demonstrates the ability to be self-directed
Requirements:
  • Bachelor's degree or equivalent work experience
  • 4 years of related financial and/or customer relationship management experience


Compensation Range:
Minimum: $51,480.00 - Maximum: $119,200.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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