Corporate Trust Relationship Manager III
About The Position
This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs. UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary. UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
Requirements
- Bachelor's degree or equivalent work experience
- 7+ years relevant experience
- Demonstrates strong document review and negotiation skills
- Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing
- Demonstrates ability to manage multiple projects and timelines
- Demonstrates the ability to drive change through business planning
- Demonstrates exceptional written and verbal communication skills with attention to detail
- Demonstrates general knowledge of banking products and services
- Demonstrates the ability to be self-directed
Nice To Haves
- Master's Degree
- Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)
Responsibilities
- Negotiate and close transactions for which UMB Bank is being appointed as trustee, administrative agent, escrow agent and similar Corporate Trust capacities
- Work with corporate trust legal, compliance and outside legal counsel to negotiate document provisions
- Review legal documents to ensure operational mechanics and UMB Bank protections are appropriate
- Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
- Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
- Provide guidance to junior staff
- Operate independently to service the largest clients and resolve the most complex issues
- Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
- Develop and lead training related to Corporate Trust products and services, as requested
- Actively participate as a subject matter expert for ongoing projects and system testing.
- Be involved in leading the development and implementation of more efficient processes.
- Work with management to explore marketing opportunities and new products and services to offer in CT.
- Other duties as assigned
Benefits
- Paid Time Off
- 401(k) matching program
- annual incentive pay
- paid holidays
- comprehensive company sponsored benefit plan including medical, dental, vision, and 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
- various associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
