Corporate Trust Relationship Manager I

UMB Bank; Williamstown (NJ); Sur place; USD 65 000 - 90 000; Plein temps

Avantages offerts par ce poste

Paid holidays

Comprehensive benefits package

Health savings account

Dependent care accounts

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Résumé du poste

UMB Bank’s Corporate Trust and Escrow Services division seeks a Relationship Manager I to serve as the primary contact for corporate and municipal clients, ensuring superior service. You will support assigned trustee relationships, process administrative fees, and assist with closing transactions and cash/investment activity.

You will review documents with the legal team, ensure compliance readiness, and build ongoing client relationships, addressing routine and complex requests while

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 2 years of relevant experience in corporate trust or similar.
• Experience handling billing, documents, and client interactions preferred.

Responsabilités

• Provide day-to-day support to assigned institutional/corporate trust accounts, including billing for administrative fees.
• Facilitate transaction closings and handle cash and investment transactions.
• Provide debt service calculations and ensure accurate setup of issues on systems.
• Prepare accounts for compliance review and review legal documents with the corporate legal team.
• Build relationships with clients and continuously engage with customers to resolve routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal Corporate Trust teams to ensure client accounts are compliant and properly administered.

Connaissances

Relationship building

Billing experience

Legal document review

Formation

Bachelor's degree or equivalent work experience

Description du poste

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

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