Senior Corporate Trust Team Lead

UMB Bank; Minnesota; Vor Ort; USD 98.000 - 145.000; Vollzeit

Benefits dieser Stelle

401(k) matching program

Annual incentive pay

Health insurance

Paid time off

Tuition reimbursement

Wellbeing program

Employee assistance program

Zusammenfassung

UMB Bank in Minnesota seeks an experienced Corporate Trust Relationship Manager to lead a team and guide client relationships, handling the most complex accounts and supporting senior leadership. You will supervise associates, resolve issues, and drive strategic initiatives.

The role requires strong banking knowledge, a Bachelor's degree, at least five years in corporate trust or related fields, and the ability to manage multiple projects, negotiate documents, and deliver excellent client

Qualifikationen

• Bachelor's degree or equivalent work experience.
• Five (5) years relevant experience.

Aufgaben

• 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

Kenntnisse

Client relationship management

Networking

Client experience

Strategic thinking

Project management

Change management

Communication skills

Banking knowledge

Self-directed

Ausbildung

Bachelor's degree or equivalent work experience

Five (5) years relevant experience

Jobbeschreibung

UMB Bank in Minnesota seeks an experienced Corporate Trust Relationship Manager to lead a team and guide client relationships, handling the most complex accounts and supporting senior leadership. You will supervise associates, resolve issues, and drive strategic initiatives.

The role requires strong banking knowledge, a Bachelor's degree, at least five years in corporate trust or related fields, and the ability to manage multiple projects, negotiate documents, and deliver excellent client