Corporate Trust Relationship Manager III
About The Position
UMB’s Corporate Trust and Escrow Services provides bond trustee and agency services to corporate and municipal markets, as well as escrow and custodial services for businesses, organizations, and individuals. The Corporate Trust Relationship Manager III serves as the primary contact for clients and supports an assigned group of the largest trustee clients with complex needs. The role resolves complex administrative issues and supports senior-level client staff while delivering a high-quality customer experience. The position provides day-to-day support for institutional and corporate trust accounts, including administrative fee billing, transaction closings, cash and investment transactions, debt service calculations, issue setup across systems, and account preparation for compliance review. It also reviews legal documents and partners with the corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions. The Corporate Trust team describes its work environment as detailed, challenging, collaborative, and team-oriented.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 7 years of relevant experience.
Responsibilities
- Build relationships and engage continuously 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.
- Support assigned institutional and corporate trust accounts, including billing administrative fees, facilitating transaction closings, handling cash and investment transactions, and providing debt service calculations.
- Ensure accurate and timely setup of issues on all systems.
- Prepare accounts for compliance review.
- Partner with the corporate legal team to negotiate document provisions.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- 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
- Associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Senior
