Remote Senior Corporate Trust Relationship Manager

UMB Bank; Dover (DE); A distancia; USD 82.000 - 120.000; A tiempo parcial

Descripción de la vacante

UMB Bank is seeking a Part-time role within Trust Services to support a group of trustee clients. The role involves interacting with client relationships, ensuring accurate setup of issues, and aiding in compliance reviews.

You will resolve complex administrative issues, provide day-to-day trust account support, mentor staff, and participate in cross-training while focusing on client service and accuracy in a remote setting.

Formación

• Bachelor's degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.

Responsabilidades

• This role will provide medium to complex/non-routine support/ownership to an assigned group of clients with trustee relationships.
• 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

Conocimientos

Client relationship management

Networking

Customer experience

Project and timeline management

Change management

Written and verbal communication

Banking products knowledge

Educación

Bachelor's degree or equivalent work experience

Master's Degree

CCTS Certified Corporate Trust Specialist

Descripción del empleo

UMB Bank is seeking a Part-time role within Trust Services to support a group of trustee clients. The role involves interacting with client relationships, ensuring accurate setup of issues, and aiding in compliance reviews.

You will resolve complex administrative issues, provide day-to-day trust account support, mentor staff, and participate in cross-training while focusing on client service and accuracy in a remote setting.