Corporate Trust Associate Relationship Manager II

UMB Financial Corporation; Foulk Woods (DE); On-site; USD 59,000 - 87,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical insurance

Dental insurance

Job summary

UMB Financial Corporation's Corporate Trust team is seeking an Associate Relationship Manager to provide administrative support to corporate trust clients and assist Relationship Managers. The role focuses on accurate record-keeping, coordinating with operations and custodian banks, and resolving client inquiries with a client-centric approach.

You will use Microsoft Office and UMB systems to maintain records and respond to client requests, while developing stronger relationships with client

Qualifications

• Bachelor's degree or equivalent work experience.
• Five (5)+ years related work experience.

Responsibilities

• Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
• Maintain records using Microsoft Office products and UMB systems with high attention to detail.
• Communicate with client teams and internal groups to identify and provide solutions.

Skills

Communication skills

Attention to detail

Education

Bachelor's degree or equivalent work experience

Tools

Microsoft Office

UMB systems

Job 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 ABS, 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/ABS issuers of taxable or tax‑exempt debt. We also provide escrow‑related, custodial and verification services to corporations, not‑for‑profits, partnerships, and other business entities and individuals. The Corporate Trust Associate Relationship Manager role supports our Corporate Trust team by partnering with Relationship Managers and working with clients to deliver the unparalleled customer experience. This role is responsible for administrative support to existing corporate trust clients, responding to client inquiries, and providing overall assistance to the Relationship Management team including: compiling performance data, record keeping, coordinating activities with operations staff, working with custodian banks and client staff, and resolving administrative and operations problems. This role has the ability to expand in client contact and the complexity of tasks as well as participating in cross training to learn other Corporate Trust roles.

Working in the Corporate Trust group can be fun, challenging, meaningful, 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 the 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 collaborate with Relationship Managers to provide administrative support to Corporate Trust clients.
• You will use Microsoft products and UMB systems to maintain records and execute client request with a high attention to detail.
• You will use your communication skills to interact with client teams and internal groups in order to identify and provide solutions.

Qualifications

• You have a bachelor’s degree or equivalent work experience.
• You have five (5)+ years related work experience.

Compensation Range: $59,085 - $86,922.

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
• various associate banking benefits

Please see the description of benefits included with this job posting for additional information.

Why join us

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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision. Check out the road to a career at UMB.