Corporate Trust Relationship Manager lll

About UMB

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—more heart, more trust, and more opportunity. You’ll be valued for exactly who you are and encouraged to support causes you care about. UMBers are known for having multiple careers here and having their voices heard.

About Corporate Trust and Escrow Services

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.

About the Role

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

• 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.
• Provide day-to-day support to existing institutional/corporate trust accounts, including billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, and providing debt service calculations.
• Ensure accurate and timely setup of issues on all systems and prepare accounts for compliance review.
• Review legal documents and partner with the corporate legal team to negotiate document provisions.

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. Our team has a strong background in the industry and is always happy to share knowledge and help others grow.

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

UMB offers competitive and varied benefits to eligible associates, including:

• 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.