Corporate Trust Relationship Manager I
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 and custodial services for businesses, organizations, and individuals. The Corporate Trust Relationship Manager I supports the Corporate Trust team as the primary client contact, providing non-routine support to an assigned group of clients with trustee relationships and helping deliver a high-quality customer experience. The role provides day-to-day support to existing institutional and corporate trust accounts. Work includes billing administrative fees, facilitating transaction closings, handling cash and investment transactions, preparing debt service calculations, setting up issues accurately and promptly across systems, and preparing accounts for compliance review. The position 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 group describes its work environment as detailed, challenging, and team-oriented. Associates collaborate internally and externally, support one another, and share industry knowledge. The role builds and maintains client relationships, reviews transaction structures and legal documents, and works with internal Corporate Trust teams to ensure client accounts are compliant and properly administered.
Requirements
- Bachelor’s degree or equivalent work experience.
- At least 2 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.
- Provide day-to-day support for assigned 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 across systems and prepare accounts for compliance review.
- Partner with the corporate legal team to review 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
