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Corporate Trust Relationship Manager

2 months ago

Kansas City, Missouri, United States UMB Financial Corporation Full time
Job Summary

UMB's Corporate Trust and Escrow Services is a nationally recognized provider of bond trustee and agency services to the corporate and municipal marketplaces. Our team provides trust services that go beyond traditional offerings, including servicing aviation, reinsurance, and funeral trusts, as well as agency services for escrow and other transactional needs.

Key Responsibilities
  • Act as the main point of contact for clients and ensure delivery of an unparalleled customer experience.
  • Provide medium to complex support to assigned clients with trustee relationships, including billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, and providing debt service calculations.
  • Set up issues on all systems, prepare accounts for compliance review, and review legal documents to ensure operational mechanics are appropriate.
  • Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.
Requirements
  • Bachelor's degree or equivalent work experience.
  • At least 5 years of relevant experience.
Compensation

Minimum: $57,000. Maximum: $149,000.00. The posted compensation range represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

Benefits

UMB offers competitive and varied benefits to eligible associates, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, and various associate banking benefits.

About UMB

UMB is a company that values its employees and the community. We believe in providing a work environment where associates take pride in their work, support each other, and work as a team. Our team has a strong background in the industry and is committed to inclusion and diversity.