Corporate Trust Team Manager

UMB Bank; Saint Paul (MN); On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Tuition reimbursement

Wellbeing program

Job summary

UMB Bank is seeking a Senior Corporate Trust leader to guide a team of Relationship Managers and ensure superior client service for top institutional clients. The role involves overseeing complex transactions, fee decisions, and coordination with legal and compliance while driving operational excellence.

The ideal candidate has substantial banking experience, strong communication skills, and the ability to manage multiple projects in a fast-paced environment. Competitive benefits are offered.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five years of relevant experience.
• Master's degree preferred; CCTS certification preferred.

Responsibilities

• Lead and guide a team of Corporate Trust Associate Relationship Managers.
• Provide support to客户 staff and resolve complex issues for major clients.
• Handle day-to-day servicing of institutional/corporate trust accounts, including billing and fees.
• Recommend fee increases, facilitate bond closings, and monitor cash activities.
• Review legal documents and negotiate provisions with counsel.
• Collaborate with legal, compliance, and cross-train on other roles.

Skills

Client relationship management

Networking

Customer experience

Strategic thinking

Multi-project management

Change management

Written communication

Verbal communication

Banking products

Self-directed

Education

Bachelor's degree or equivalent

Master's degree (preferred)

CCTS Certified Corporate Trust Specialist (preferred)

Job description

Duties & Responsibilities

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers. This role will also be able to handle all levels of responsibilities that the CRM III, II and I perform in cultivating highly significant customer relationships.Resolve ALL administrative issues and provide support to any level client staffProvide guidance to junior staffOperate independently to service the largest clients and resolve the most complex issuesProvides 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-upRecommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate TrustPrice 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 exceptionsReview legal documents to ensure operational mechanics are appropriateWork with corporate legal, compliance and outside legal counsel to negotiate document provisionsParticipate in cross-training to learn other Corporate Trust roles and provide support, as neededOther duties as assigned

Knowledge & Skills

MINIMUM:Demonstrates strong client relationship management skillsDemonstrates successful networking skills and the ability to establish a network of strategic contactsDemonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processingDemonstrated strong strategic and critical thinking abilitiesDemonstrates ability to manage multiple projects and timelinesDemonstrates the ability to drive change through business planningDemonstrates exceptional written and verbal communication skills with attention to detailDemonstrates general knowledge of banking products and servicesDemonstrates the ability to be self-directed

Requirements

MINIMUM:Bachelor's degree or equivalent work experienceFive (5) years relevant experiencePREFERRED:Master's DegreeCCTS Certified Corporate Trust Specialist

Work Environment

Typical office environment

Supervision/Management

Supervise a team of associates including hiring, coaching and development

Application Deadline

The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range

$98,208 - $144,705

Compensation Notes

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.

Benefits

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.

Marketing

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.

Inclusion & Diversity

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 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.