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Corporate Trust Relationship Manager

2 months ago

Kansas City, Missouri, United States UMB Bank Full time
About the Role

As a Corporate Trust Relationship Manager at UMB Bank, you will play a critical role in supporting our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver exceptional customer experience.

Key Responsibilities
  • Provide medium to complex/non-routine support to an assigned group of clients with trustee relationships.
  • Provide day-to-day support to existing institutional/corporate trust accounts, including billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents, and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions.
  • Build relationships and continuously engage with customers to provide support and resolve both routine and complex requests.
  • Review transaction structures and 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.
What We Offer

UMB Bank 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, 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.