Corporate Trust Relationship Manager I

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
 

• You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests.
• You will review transaction structures and legal documents to ensure operational mechanics are appropriate.
• You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.
   

We’re excited to talk with you if
 

• You have a bachelor’s degree or equivalent work experience
• You have at least 2 years of relevant experience