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-related and custodial services to corporations, not-for-profits, partnerships, other business entities, and individuals. The Corporate Trust Relationship Manager III serves as the main point of contact for clients and supports an assigned group of the largest trustee clients with highly 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 preparation of accounts for compliance review. It also reviews legal documents and partners with the corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions. The Corporate Trust group describes its environment as challenging, detailed, team-oriented, and supportive, with associates sharing industry knowledge and helping one another grow.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 7 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 administered properly.
- Provide day-to-day support to institutional and corporate trust accounts.
- Bill administrative fees, facilitate transaction closings, and handle cash and investment transactions.
- Provide debt service calculations and ensure accurate, timely setup of issues on all systems.
- Prepare accounts for compliance review.
- Partner with the corporate legal team and 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
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Senior
