Corporate Trust Team Manager

UMB Bank; Cheyenne (WY); À distance; USD 98 000 - 145 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching

Health, dental, vision coverage

Résumé du poste

UMB Bank is seeking a remote Full-time Corporate Trust professional in the United States. The role handles day-to-day administration for institutional trust accounts, supports senior leadership, and negotiates document provisions.

Compensation ranges from $98,208 to $144,705, with comprehensive benefits and a focus on client experience and strategic planning. The position emphasizes independent service for large clients, guidance to junior staff, and cross-training across Corporate Trust

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years relevant experience.
• Master's Degree preferred.
• CCTS Certified Corporate Trust Specialist preferred.

Responsabilités

• Resolve administrative issues and support to client staff.
• Provide guidance to junior staff.
• Operate independently to service large clients and resolve complex issues.
• Support existing institutional/corporate trust accounts, including billing and processing transactions.
• Submit new business for approval to the senior leadership team in Corporate Trust.
• Price business based on account structure.
• Disseminate financial information to the EMMA system.
• Set up issues accurately across systems and ensure compliance.
• Review legal documents for operational mechanics.
• Negotiate document provisions with corporate legal and outside counsel.
• Cross-train to learn other Corporate Trust roles.
• Perform other duties as assigned.

Connaissances

Client relationship management

Networking skills

Client experience

Strategic thinking

Project management

Change management

Written and verbal communication

Banking products knowledge

Self-directed

Formation

Bachelor's degree or equivalent

Five years relevant experience

Master's Degree

Description du poste

Remote

MN-REMOTE

Full time

Duties & Responsibilities

• Resolve ALL administrative issues and provide support to any level client staff

• Provide guidance to junior staff

• Operate independently to service the largest clients and resolve the most complex issues

• Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow-up

• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust

• Price business based on account structure compared to existing business.

• Disseminates financial information to the EMMA system (as required)

• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions

• Review legal documents to ensure operational mechanics are appropriate

• Work with corporate legal, compliance and outside legal counsel to negotiate document provisions

• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed

• Other duties as assigned

Knowledge & Skills

MINIMUM:

• Demonstrates strong client relationship management skills

• Demonstrates successful networking skills and the ability to establish a network of strategic contacts

• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing

• Demonstrated strong strategic and critical thinking abilities

• Demonstrates ability to manage multiple projects and timelines

• Demonstrates the ability to drive change through business planning

• Demonstrates exceptional written and verbal communication skills with attention to detail

• Demonstrates general knowledge of banking products and services

• Demonstrates the ability to be self-directed

Requirements

MINIMUM :

• Bachelor's degree or equivalent work experience

• Five (5) years relevant experience

PREFERRED :

• Master's Degree

• CCTS Certified Corporate Trust Specialist

Work Environment

Typical office environment

Supervision/Management

Supervise a team of associates including hiring, coaching and development

Compensation Range

$98,208 - $144,705

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.

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.

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