Corporate Trust Associate Relationship Manager Sr.

UMB Bank•Salt Lake, UT

4d•Onsite

About The Position

This opportunity serves as a key partner to Relationship Managers and supports high-value client relationships through accurate financial administration, proactive issue resolution, and exceptional client service. This position will focus primarily on revenue tracking, invoicing and expense reconciliation of trust accounts owned by high-value clients. Serve as primary point of contact for internal and external clients on fee expense, invoice, collection and reconciliation questions or support. Maintain strong client relationships through responsive communication and professional follow-up Coordinate with internal departments to ensure accurate fee setup, expense tracking, and payment application Research and resolve invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner Participate in cross-training to learn other Corporate Trust roles and provide support, as needed Support onboarding of new accounts by coordinating billing setup and documentation requirements Participate in process improvement initiatives focused on accuracy, efficiency, and client experience. Monitor aging reports and proactively escalate risk items or collection concerns Responsible for establishing a network of strategic contacts. Will have keen focus on the customer experience and how to deliver it through associate engagement, technology, workflows, & processing. Other duties as assigned

Requirements

Bachelor’s degree or equivalent work experience
4-6 years relevant experience
Highly customer focused with strong customer service and networking skills
Ability to manage multiple projects and timelines
Exceptional verbal and written communication with attention to detail
Knowledge of banking and institutional products and services
Knowledge of fee billing structures and processes
Self-directed skills

Nice To Haves

Prior CT, Compliance or Legal experience
Demonstrate ability to monitor aging reports and proactively escalate high-risk items or collection concerns.
Demonstrate ability in reviewing and reconciling billing data for accuracy, completeness, and compliance with client agreements and internal procedures.
Demonstrates proven track record in resolving invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner.
Demonstrate ability in coordinating with internal departments to ensure accurate fee setup, expense tracking, and payment application.
Demonstrate ability to maintain strong client relationships through responsive communication and professional follow-up.

Responsibilities

Serve as primary point of contact for internal and external clients on fee expense, invoice, collection and reconciliation questions or support.
Maintain strong client relationships through responsive communication and professional follow-up.
Coordinate with internal departments to ensure accurate fee setup, expense tracking, and payment application.
Research and resolve invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner.
Participate in cross-training to learn other Corporate Trust roles and provide support, as needed.
Support onboarding of new accounts by coordinating billing setup and documentation requirements.
Participate in process improvement initiatives focused on accuracy, efficiency, and client experience.
Monitor aging reports and proactively escalate risk items or collection concerns.
Responsible for establishing a network of strategic contacts.
Will have keen focus on the customer experience and how to deliver it through associate engagement, technology, workflows, & processing.
Other duties as assigned.

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