Corporate Trust Relationship Manager I

UMB Bank; New Jersey; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

paid holidays

comprehensive company sponsored plan

health savings, flexible spending, and

employee assistance program

fitness reimbursement

tuition reimbursement

Job summary

UMB Bank in New Jersey seeks a Corporate Trust Relationship Manager I to act as the primary client contact for assigned accounts and to ensure an exceptional service experience. The role includes billing, facilitating closings, reviewing documents, and coordinating with internal teams to maintain compliant administration.

Candidates should have a bachelor's degree or equivalent experience and at least 2 years of relevant work.

Qualifications

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

Responsibilities

• Serve as the main point of contact for assigned client accounts.
• Bill administrative fees and facilitate transaction closings.
• Review legal documents and ensure compliant operational mechanics.
• Collaborate with internal teams to ensure accounts are properly administered.
• Support non routine client requests and resolve complex issues.

Skills

Client relationship management

Attention to detail

Education

Bachelor's degree or equivalent work experience

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 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. 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. 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! 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. 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. You’ll be valued for exactly who you are and encouraged to support causes you care about. The application deadline for this position is 45 days from the posting date unless filled earlier.

• paid holidays
• a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• health savings, flexible spending, and dependent care accounts
• an employee assistance program
• fitness reimbursement
• tuition reimbursement

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.

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