Remote Corporate Trust Team Lead

UMB Bank; City of Albany (NY); Remote; USD 98,000 - 145,000; Full time

Job summary

UMB Bank is seeking a Corporate Trust professional to supervise associates, manage key client accounts, and ensure accurate processing of administrative tasks and fee arrangements.

You will collaborate with legal, compliance and external counsel to review documents, negotiate terms, and submit new business for approval. The role emphasizes delivering reliable client service while supporting senior leadership on strategic initiatives.

Qualifications

• Bachelor's degree or equivalent work experience.
• Five (5) years relevant experience.
• Masters degree preferred in related field.

Responsibilities

• 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

Education

Bachelor's degree

Master's Degree

Job description

UMB Bank is seeking a Corporate Trust professional to supervise associates, manage key client accounts, and ensure accurate processing of administrative tasks and fee arrangements.

You will collaborate with legal, compliance and external counsel to review documents, negotiate terms, and submit new business for approval. The role emphasizes delivering reliable client service while supporting senior leadership on strategic initiatives.