UMB Bank

Corporate Trust Relationship Manager II

UMB Bank$63K — $100K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent work experience.
  • 5+ years of relevant experience in corporate trust or a related field.
  • Strong understanding of trustee relationships and transaction structures.
  • Experience reviewing legal documents and ensuring compliance.
  • Proficiency in cash and investment transactions.

Responsibilities

  • Build relationships and engage with clients to address routine and complex requests.
  • Review transaction structures and legal documents for operational accuracy.
  • Collaborate with internal teams to ensure compliance and appropriate account administration.
  • Provide day-to-day support for institutional trust accounts and billing processes.
  • Coordinate with corporate legal teams to negotiate document provisions.

Benefits

  • Paid Time Off and paid holidays.
  • 401(k) matching program and annual incentive pay.
  • Comprehensive medical, dental, and vision insurance.
  • Health savings and flexible spending accounts.
  • Tuition reimbursement and fitness reimbursement.
Full Job Description
The Corporate Trust Relationship Manager II 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 medium to complex/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 5 years of relevant experience


Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:
$69,920 - $109,460

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$63,830 - $100,210

US Employees in all other states not listed above:
$57,760 - $90,960

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.

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About UMB Bank

UMB Bank is a subsidiary of UMB Financial Corporation, a financial services holding company headquartered in Kansas City, Missouri. The bank was founded in 1913 as City Center Bank and later changed its name to United Missouri Bank. The bank provides a range of financial services, including personal banking, commercial banking, wealth management, and investment banking. The bank has more than 100 branches in eight states, including Missouri, Kansas, Colorado, Illinois, Oklahoma, Nebraska, Arizona, and Texas. The bank is known for its commitment to customer service and community involvement.
Learn more about UMB Bank
Size
3,000 employees
Market Cap
$3.9 billion
Industry
Net Income
$286.5 million
5 Year Trend
+10.5%

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