Corporate Trust Relationship Manager II

UMB Bank; Denver (CO); Hybrid; USD 61,000 - 113,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical insurance

Dental and vision insurance

Health savings account

Flexible spending accounts

Dependent care accounts

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank in Denver, CO is seeking a Corporate Trust Relationship Manager II to serve as the main client contact and ensure exceptional service. The role handles day-to-day support for institutional trust accounts, including billing, cash and investment transactions, and document review, with a collaborative, team-oriented environment.

The position targets candidates with a bachelor’s degree and at least 5 years of relevant experience, offering a hybrid work arrangement in Denver and a

Qualifications

• Bachelor’s degree or equivalent work experience required.
• At least 5 years of relevant experience required.

Responsibilities

• Build relationships and engage with customers to provide support and resolve requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups to ensure client accounts are compliant and properly administered.

Skills

Relationship management

Legal document review

Cross-team collaboration

Education

Bachelor’s degree or equivalent

Job description

Hybrid

Denver CO

Full time

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 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

The pay range for a candidate selected for this position who is based in Colorado is typically $60,796 to $112,875 annually. The selected candidate’s actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.

• 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

UMB offers competitive and varied benefits to its associates including 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.

Compensation Range:

$81,864 - $120,406

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.

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.

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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 (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

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