Corporate Trust Relationship Manager I

🔥 44 minutes ago

🏖️ New Jersey – Remote

🏖️ New Jersey – Remote

💵 $67.9k - $99.8k / year

⏰ Full Time

🟢 Junior

🟡 Mid-level

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 1%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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UMB Bank

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1913

🏦 Banking

💸 Finance

💳 Fintech

Banking • Finance • Fintech

UMB Bank is a financial services company that provides a variety of banking solutions for personal, business, and institutional clients. They offer personal banking products such as checking accounts, savings accounts, credit cards, loans, and wealth management services. For businesses, UMB Bank provides cash flow management, lending, credit cards, capital finance, and employee benefit solutions. The company also delivers institutional solutions, including capital markets, fund services, and institutional and fintech banking. UMB Bank focuses on delivering tailored banking services with expertise across various sectors, leveraging their understanding of the financial industry's complexities.

📋 Description

• Act as the main point of contact for Corporate Trust clients • Provide non-routine support to an assigned group of clients with trustee relationships • Support existing institutional/corporate trust accounts day to day • Bill administrative fees • Facilitate transaction closings • Handle cash and investment transactions • Provide debt service calculations • Set up issues accurately and timely on all systems • Prepare accounts for compliance review • Review legal documents • Partner with the corporate legal team to ensure operational mechanics are appropriate • Negotiate document provisions • Build relationships and continuously engage with customers • Resolve routine and complex customer requests • Collaborate across UMB’s Corporate Trust teams to ensure client accounts are compliant and properly administered

🎯 Requirements

• Bachelor’s degree or equivalent work experience • At least 2 years of relevant experience • Experience supporting institutional/corporate trust accounts • Ability to build and maintain customer relationships • Ability to handle routine and complex client requests • Ability to review transaction structures and legal documents • Ability to collaborate with internal Corporate Trust teams • Ability to ensure client accounts are compliant and administered properly

🏖️ Benefits

• Paid Time Off • 401(k) matching program • Annual incentive pay • Paid holidays • Company-sponsored 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 • Accommodation support during the employment process for disabilities