Corporate Trust Relationship Manager – II

🔥 0 minutes ago

⚔️ Virginia – Remote

⚔️ Virginia – Remote

💵 $81.9k - $120.4k / year

⏱ Part Time

🟡 Mid-level

🟠 Senior

💰 Account Manager

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

👻 Ghost score 0%

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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

• Provide medium to complex/non-routine support and ownership to an assigned group of clients with trustee relationships • Interact with all levels of customer relationships • Set up issues accurately and timely on all systems, prepare accounts for compliance review, and respond to compliance exceptions • Resolve complex administrative issues and support senior-level client staff • Service clients independently and resolve complex or unusual issues • Provide day-to-day support to existing institutional/corporate trust accounts, including billing administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, disseminating financial information, and administering trusts according to governing documents • Serve as a subject matter expert and represent the team in ongoing projects and efficiency initiatives • Provide guidance, mentorship, and development to staff, particularly the assigned Associate Relationship Manager • Recommend and submit new business for approval by the Corporate Trust new business committee • Price business based on account structure compared with existing business, working with the Business Development Officer as needed • Review legal documents to ensure appropriate operational mechanics • Work with corporate legal, compliance, and outside legal counsel to negotiate document provisions • Participate in cross-training and provide support for other Corporate Trust roles • Perform other duties as assigned

🎯 Requirements

• Bachelor's degree or equivalent work experience • 5 years of related financial and/or customer relationship management experience • Strong client relationship management skills • Successful networking skills and ability to establish a network of strategic contacts • Ability to provide positive client experience through associate engagement, technology, workflows and processing • Ability to manage multiple projects and timelines • Ability to drive change through business planning • Exceptional written and verbal communication skills with attention to detail • General knowledge of banking products and services • Ability to be self-directed

🏖️ 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

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