Corp Trust Relationship Manager II

UMB Bank•Austin, TX

12d

About The Position

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 provide s 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. The Corporate Trust Relationship Manager I I role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/ non - routine support to an assigned group of clients with trustee relationships . This position will provide day to day support to existing institutional/corporate trust accounts including : billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, r eview ing legal documents and partner ing with our corporate legal team to ensure operational mechanics are appropriate and 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. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

Requirements

You have a bachelor’s degree or equivalent work experience
You have at least 5 years of relevant experience

Responsibilities

Build relationships and continuously engage with customers in order 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.

Benefits

Paid Time Off
a 401(k) matching program
annual incentive pay
paid holidays
a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
health savings, flexible spending, and dependent care accounts
adoption assistance
an employee assistance program
fitness reimbursement
tuition reimbursement
an associate wellbeing program
an associate emergency fund
various associate banking benefits