Remote Corporate Trust Team Lead

UMB Bank; Atlanta (GA); Remote; USD 98.000 - 145.000; Vollzeit

Zusammenfassung

UMB Bank is seeking a Corporate Trust Associate Relationship Manager to lead a team of CRM professionals and guide operations for the largest institutional clients.

You will handle complex issues, oversee billing, transactions, and compliance, and collaborate with legal and senior leadership to grow business. This remote role offers exposure to cross-functional operations and a path to higher responsibility.

Qualifikationen

• Strong client relationship management skills.
• Ability to network and build strategic contacts.
• Ability to deliver a positive client experience across channels.
• Strong strategic and critical thinking abilities.
• Ability to manage multiple projects and timelines.
• Ability to drive change through business planning.
• Excellent written and verbal communication with attention to detail.
• General knowledge of banking products and services.
• Self-directed and proactive.

Aufgaben

• Resolve administrative issues and support client staff.
• Guide junior staff.
• Serve largest clients independently and handle complex issues.
• Support existing institutional/corporate trust accounts including billing, transactions, and compliance.
• Submit new business for approval by senior leadership committee.
• Price business based on account structure.
• Disseminate financial information to EMMA system.
• Ensure accurate setup of issues and compliance review.
• Review legal documents for operational accuracy.
• Negotiate document provisions with legal/compliance.
• Cross-train to learn other Corporate Trust roles.
• Other duties as assigned.

Kenntnisse

Client relationships

Networking

Client experience

Strategic thinking

Project timelines

Change management

Written communication

Banking products

Self-directed

Ausbildung

Bachelor's degree or equivalent

Master's degree

CCTS Certified Corporate Trust Specialist

Jobbeschreibung

UMB Bank is seeking a Corporate Trust Associate Relationship Manager to lead a team of CRM professionals and guide operations for the largest institutional clients.

You will handle complex issues, oversee billing, transactions, and compliance, and collaborate with legal and senior leadership to grow business. This remote role offers exposure to cross-functional operations and a path to higher responsibility.