Remote Corporate Trust Relationship Manager II

UMB Bank; Annapolis (MD); Remote; USD 82,000 - 120,000; Part time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Tuition reimbursement

Employee assistance program

Wellbeing program

Job summary

UMB Bank is seeking a remote, part-time Corporate Trust professional to support a group of clients with trustee relationships. You will interact with various client levels, ensure accurate setup of accounts for compliance, and resolve complex issues with independence and precision.

Responsibilities include overseeing billing, fee recommendations, transaction closings, and debt service calculations while ensuring governance documents are followed.

Qualifications

• Bachelor's degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.
• Master's Degree preferred.
• CCTS Certified Corporate Trust Specialist preferred.

Responsibilities

• Interacts with all levels of customer relationships.
• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
• Resolves complex administrative issues and provide support to senior level client staff.
• May provide support to clients outside assigned group.
• Operate independently to service the client and resolve complex/unusual issues.
• Provides day to day support to existing institutional/corporate trust accounts including but not limited to: billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, dissemination of financial information and administration of the trust as outlined in the governing documents.
• Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.
• Provide guidance, mentorship and development to all levels of staff, particularly the assigned Associate Relationship Manager.
• 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 working with Business Development Officer as needed.
• 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

Skills

Client relationship management

Networking

Communication skills

Project management

Change management

Detail oriented

Banking product knowledge

Self-directed

Education

Bachelor's degree or equivalent

Master's Degree

Job description

UMB Bank is seeking a remote, part-time Corporate Trust professional to support a group of clients with trustee relationships. You will interact with various client levels, ensure accurate setup of accounts for compliance, and resolve complex issues with independence and precision.

Responsibilities include overseeing billing, fee recommendations, transaction closings, and debt service calculations while ensuring governance documents are followed.