Corporate Trust Relationship Manager III

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. The Corporate Trust Relationship Manager III supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver unparalleled customer experience.

This role provides highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex administrative issues and providing support to senior-level client staff. Responsibilities include day-to-day support for existing institutional/corporate trust accounts, such as billing for administrative fees, facilitating transaction closings, 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 the corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions.

Working in the Corporate Trust group is fun, challenging, detailed, and team-oriented. Associates take pride in their work, support each other, and collaborate to ensure success.

Responsibilities

• 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 7 years of relevant experience.

Pay

Compensation Range: $98,208 - $144,705. The posted compensation range represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the 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.