UMB Bank Corp Trust Relationship Mgr l in Salt Lake City, Utah

What You'll Do:

This role will provide non-routine support to an assigned group of clients with trustee relationships.

  • 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

  • Resolve administrative issues and provide support to existing client staff

  • Provide occasional support to mid-tier and/or senior clients

  • Operate independently to service the clients and resolve intermediate issues

  • Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating 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.

  • 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

In this Role, You will Need:

  • 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 a variety of methods including associate engagement, technology, workflows and processing

  • Demonstrates ability to manage multiple projects and timelines

  • 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

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

At UMB:

We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Who You Are:

  • Bachelor's degree or equivalent work experience

  • 2 years relevant experience

Preferred Requirements:

  • Master's Degree

  • CCTS - Certified Corporate Trust Specialist

Job Title:

Corporate Trust Relationship Manager l

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Institutional Banking

Requisition Number:

9419BR

Address:

6550 S Millrock

City:

Salt Lake City

Shift:

Full Time

State:

UT

9419BR