Remote Corporate Trust Team Lead

UMB Bank; Olympia (WA); Remote; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health benefits

Job summary

UMB Bank is seeking a CRM III to lead and guide a team of Corporate Trust Associate Relationship Managers. The role focuses on cultivating significant client relationships and handling complex issues for our largest accounts in a remote setting.

You will manage day-to-day operations including billing, fee adjustments, bond closings, cash and investment transactions, and compliance reviews, while partnering with legal and compliance teams.

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 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.

Responsibilities

• Lead and guide an assigned team of Corporate Trust Associate Relationship Managers.
• Resolve 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.
• Provide 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

Skills

Relationship management

Networking

Client experience

Strategic thinking

Project management

Time management

Business planning

Written and verbal communication

Banking knowledge

Self-directed

Education

Bachelor's degree or equivalent work experience

Master's Degree

CCTS Certified Corporate Trust Specialist

Tools

EMMA system

Job description

UMB Bank is seeking a CRM III to lead and guide a team of Corporate Trust Associate Relationship Managers. The role focuses on cultivating significant client relationships and handling complex issues for our largest accounts in a remote setting.

You will manage day-to-day operations including billing, fee adjustments, bond closings, cash and investment transactions, and compliance reviews, while partnering with legal and compliance teams.