Corporate Trust Relationship Manager – III

🔥 0 minutes ago

🦌 Connecticut, New York – Remote

infoinfo

💵 $98.2k - $144.7k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Account Manager

Where this job comes from

Posted on UMB Bank's careers page, not through a job board

First seen by Remote Rocketship 0 minutes ago

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Logo of UMB Bank

UMB Bank

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 highly complex support to assigned large trustee clients • Resolve complex administrative issues and support senior-level client staff • Support existing institutional and 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 and partner with the corporate legal team • Negotiate document provisions • Build relationships and engage continuously with customers • Collaborate with internal Corporate Trust groups to ensure accounts are compliant and properly administered

🎯 Requirements

• Bachelor’s degree or equivalent work experience • At least 7 years of relevant experience • Experience supporting complex corporate trust accounts and clients • Ability to review transaction structures and legal documents • Ability to ensure operational mechanics are appropriate • Ability to collaborate across Corporate Trust teams • Ability to administer accounts compliantly and accurately

🏖️ 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

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