Corporate Trust Relationship Manager II
About The Position
UMB’s Corporate Trust and Escrow Services provides bond trustee and agency services to corporate and municipal marketplaces, as well as escrow-related and custodial services to corporations, not-for-profits, partnerships, business entities, and individuals. Its services also include aviation, reinsurance, and funeral trusts, and solutions for escrow and other transactional needs. The Corporate Trust Relationship Manager II supports the Corporate Trust team as the primary client contact, providing medium to complex and non-routine support to an assigned group of clients with trustee relationships. The role supports existing institutional and corporate trust accounts, including fee billing, transaction closings, cash and investment transactions, debt service calculations, issue setup, compliance preparation, and legal-document review. The position partners with the corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions. The Corporate Trust group describes its work as detailed, challenging, and team-oriented, with an emphasis on strong internal and external relationships, high-quality client service, and supporting associates’ growth.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 5 years of relevant experience.
Responsibilities
- 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 properly administered.
- Provide day-to-day support to existing institutional and corporate trust accounts.
- Bill administrative fees and facilitate transaction closings.
- Handle cash and investment transactions and provide debt service calculations.
- Set up issues accurately and promptly on all systems.
- Prepare accounts for compliance review.
- Partner with the corporate legal team to review legal documents and negotiate document provisions.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee Assistance Program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
