Corporate Trust Relationship Manager II

About the role

UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager II role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non-routine support to an assigned group of clients with trustee relationships. Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB's success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

Responsibilities

• Build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests
• 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, and accurate/timely setup of issues on all systems
• Review transaction structures and legal documents to ensure operational mechanics are appropriate; partner with corporate legal team to negotiate document provisions
• Prepare accounts for compliance review
• Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly

Qualifications

• Bachelor's degree or equivalent work experience
• At least 5 years of relevant experience

Pay

Compensation range: $81,864 - $120,406. Actual compensation may vary by geographic location, experience level, and other job-related factors.

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

Benefit offerings and eligibility requirements vary.