Lead Corporate Trust Relationship Manager

UMB Bank; Topeka (KS); A distancia; USD 98.000 - 145.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) matching

Medical, dental, vision insurance

Paid time off

Descripción de la vacante

UMB Bank is seeking a Senior Corporate Trust Relationship Manager to lead a team of Corporate Trust Associate Relationship Managers, guiding client relationships and overseeing complex trust operations.

You will service the largest institutional accounts, coordinate billing, fee management, bond closings, and cash/investment transactions while collaborating with legal, compliance, and senior leadership to ensure accurate documentation and compliant processes.

Formación

• Bachelor's degree or equivalent work experience.
• Five (5) years relevant experience.
• Master's degree preferred.
• CCTS Certification preferred.
• Strong client relationship and leadership capabilities.
• Excellent communication and analytical skills.
• Knowledge of banking products and services.
• Ability to work independently and guide teams.

Responsabilidades

• Lead and guide an assigned team of Corporate Trust Associate Relationship Managers.
• Handle the largest clients and resolve complex issues.
• Provide day-to-day support to institutional/corporate trust accounts including billing and fee considerations.
• Submit new business for approval by senior leadership in Corporate Trust.
• Price and structure fees based on account structure and comparisons to existing business.
• Disseminate financial information to EMMA system as required.
• Ensure accurate setup of issues and prepare accounts for compliance reviews.

Conocimientos

Client relationship management

Networking

Positive client experience

Strategic thinking

Project & timeline management

Change management

Written & verbal communication

Banking products knowledge

Self-directed

Educación

Master's Degree

CCTS Certified Corporate Trust Specialist

Bachelor's degree or equivalent work experience

Descripción del empleo

UMB Bank is seeking a Senior Corporate Trust Relationship Manager to lead a team of Corporate Trust Associate Relationship Managers, guiding client relationships and overseeing complex trust operations.

You will service the largest institutional accounts, coordinate billing, fee management, bond closings, and cash/investment transactions while collaborating with legal, compliance, and senior leadership to ensure accurate documentation and compliant processes.