Senior Corporate Trust Team Lead

UMB Financial Corporation; Minnesota; Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching program

Annual incentive pay

Health, dental, vision insurance

Job summary

UMB Financial Corporation in Minnesota is seeking a seasoned Corporate Trust Associate Relationship Manager with strong leadership and client management skills. This role will guide a team of CRM professionals, manage complex client relationships, and oversee day-to-day trust operations, including billing and compliance tasks.

The ideal candidate has extensive knowledge of corporate trust products, excellent communication, and the ability to navigate regulatory requirements while driving client

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years relevant corporate trust or relationship management experience.
• Master's degree preferred and CCTS certification beneficial.
• Strong communication and client service skills.

Responsibilities

• Lead and guide an assigned team of Corporate Trust Associate Relationship Managers.
• Cultivate significant client relationships and resolve administrative issues.
• Provide guidance to junior staff and operate independently for large clients.
• Handle billing, approve fee increases, facilitate bond closings, and manage cash/investment transactions.
• Monitor cash activities and perform debt service calculations.
• Submit new business for approval and price deals based on account structure.
• Prepare accounts for compliance reviews and respond to exceptions.
• Review legal documents and coordinate with legal/compliance.
• Cross-train and provide support across Corporate Trust roles.
• Perform other duties as assigned.

Skills

Client relationship management

Networking

Positive client experience

Strategic & critical thinking

Multi-project management

Change management

Written & verbal communication

Banking products & services

Self-directed

Education

Bachelor's degree or equivalent

Master's degree preferred

CCTS Certified Corporate Trust Specialist

Job description

UMB Financial Corporation in Minnesota is seeking a seasoned Corporate Trust Associate Relationship Manager with strong leadership and client management skills. This role will guide a team of CRM professionals, manage complex client relationships, and oversee day-to-day trust operations, including billing and compliance tasks.

The ideal candidate has extensive knowledge of corporate trust products, excellent communication, and the ability to navigate regulatory requirements while driving client