Corporate Trust Relationship Manager – Senior

🔥 1 minute ago

🗽 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 1 minute 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

• Build relationships and continuously engage with customers to provide support and resolve 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 • Act as the main point of contact for clients • Support an assigned group of large trustee clients with complex needs • Resolve complex administrative issues and support senior-level client staff • Provide day-to-day support to institutional/corporate trust accounts • 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 • Partner with the corporate legal team and negotiate document provisions

🎯 Requirements

• Bachelor’s degree or equivalent work experience • At least 7 years of relevant experience

🏖️ 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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