Senior Corporate Trust Team Lead

UMB BANK NA; United States; On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Comprehensive benefits package (health

Vision and dental coverage

Health savings accounts

Tuition reimbursement

Wellbeing program

Employee assistance program

Fitness reimbursement

Adoption assistance

Job summary

UMB Bank NA is seeking an experienced leader to guide a team of Corporate Trust Associate Relationship Managers. The role focuses on cultivating high-value client relationships and handling complex, enterprise-level responsibilities.

You will oversee administrative issue resolution, senior staff guidance, and service for large institutional accounts, including billing, bond closings, and cash transactions. The role emphasizes compliance, cross-training, and strategic client engagement.

Qualifications

• Strong client relationship management skills.
• Networking skills with ability to build strategic contacts.
• Ability to deliver positive client experiences via engagement, technology, workflows and processing.
• Proven strategic and critical thinking abilities.
• Ability to manage multiple projects and deadlines.
• Ability to drive change through business planning.
• Exceptional written and verbal communication with attention to detail.
• General knowledge of banking products and services.
• Self-directed work style.

Responsibilities

• Lead and guide a team of Corporate Trust Associate Relationship Managers.
• Handle all levels of CRM responsibilities to cultivate significant client relationships.
• Resolve administrative issues and support client staff at all levels.
• Provide guidance to junior staff.
• Service the largest clients and resolve complex issues independently.
• Manage accounts for billing, bond closings, cash/investment transactions, debt service calculations, and payments.
• Submit new business for approval by senior leadership in Corporate Trust.
• Price business based on account structure and existing relationships.
• Disseminate financial information to EMMA system as required.
• Ensure accurate setup of issues and readiness for compliance review.
• Review legal documents for correct operational mechanics.
• Work with corporate legal, compliance and outside counsel on document provisions.
• Participate in cross-training to learn other Corporate Trust roles.

Skills

Client relationship management

Networking skills

Customer experience

Strategic thinking

Multi-project management

Business planning

Written and verbal communication

Banking products knowledge

Self-directed work

Education

Bachelor's degree or equivalent

Master's Degree

CCTS Certified Corporate Trust Specialist

Job description

UMB Bank NA is seeking an experienced leader to guide a team of Corporate Trust Associate Relationship Managers. The role focuses on cultivating high-value client relationships and handling complex, enterprise-level responsibilities.

You will oversee administrative issue resolution, senior staff guidance, and service for large institutional accounts, including billing, bond closings, and cash transactions. The role emphasizes compliance, cross-training, and strategic client engagement.