Duties & Responsibilities

This role will provide medium to complex/non-routine support/ownership to an assigned group of clients with trustee relationships.

• Interacts with all levels of customer relationships
• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
• Resolves complex administrative issues and provide support to senior level client staff
• May provide support to clients outside assigned group.
• Operate independently to service the client and resolve complex/unusual issues
• Provides day to day support to existing institutional/corporate trust accounts including  but not limited to: billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, dissemination of financial information and administration of the trust as outlined in the governing documents.
• Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.
• Provide guidance, mentorship and development to all levels of staff, particularly the assigned Associate Relationship Manager
• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
• Price business based on account structure compared to existing business working with Business Development Officer as needed
• Review legal documents to ensure operational mechanics are appropriate
• Work with corporate legal, compliance and outside legal counsel to negotiate document provisions
• Participate in cross training to learn other Corporate Trust roles and provide support, as needed
• Other duties as assigned

Knowledge & Skills

MINIMUM:

• Demonstrates strong client relationship management skills
• Demonstrates successful networking skills and the ability to establish a network of strategic contacts
• 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

Requirements

MINIMUM:

• Bachelor's degree or equivalent work experience
• 5 years of related financial and/or customer relationship management experience

PREFERRED:

• Master's Degree
• CCTS Certified Corporate Trust Specialist

Work Environment:

Typical office environment

Compensation Range:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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