[Hiring] Corporate Trust Relationship Manager I @UMB Bank

Role Description

The Corporate Trust Relationship Manager I role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide non-routine support to an assigned group of clients with trustee relationships. This position will provide day-to-day support to existing institutional/corporate trust accounts including:

• Billing for administrative fees
• Facilitating transaction closing
• Handling cash and investment transactions
• Providing debt service calculations
• Accurate/timely setup of issues on all systems
• Preparing accounts for compliance review
• Reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions

Working in the Corporate Trust group can be fun, challenging, detailed, and very team-oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

How you’ll spend your time:

• Building relationships and continuously engaging with customers in order to provide support and resolve both routine and complex requests
• Reviewing transaction structures and legal documents to ensure operational mechanics are appropriate
• Collaborating with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly

Qualifications

• Bachelor’s degree or equivalent work experience
• At least 2 years of relevant experience

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, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

Company Description

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance, and funeral trusts, while our agency business provides solutions for escrow and other transactional needs. Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals.