Remote Corporate Trust Team Lead

UMB Bank; Augusta (ME); À distance; USD 99 000 - 145 000; Plein temps

Résumé du poste

UMB Bank is seeking a Corporate Trust Associate Relationship Manager to lead a team and guide CRM III, II, and I levels, cultivating significant client relationships while handling complex issues.

This remote senior role supports independent service to top clients, including billing, fee decisions, debt service calculations, and coordination of bond closings and cash transactions. Strong banking knowledge and self-direction are essential.

Qualifications

• 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.

Responsabilités

• 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

Connaissances

Client relationship management

Networking skills

Client experience

Strategic thinking

Project management

Business planning

Communication skills

Banking knowledge

Self-directed

Formation

Master's Degree

CCTS Certified Corporate Trust Specialist

Bachelor's degree or equivalent work experience

Description du poste

UMB Bank is seeking a Corporate Trust Associate Relationship Manager to lead a team and guide CRM III, II, and I levels, cultivating significant client relationships while handling complex issues.

This remote senior role supports independent service to top clients, including billing, fee decisions, debt service calculations, and coordination of bond closings and cash transactions. Strong banking knowledge and self-direction are essential.