Corporate Trust Team Manager
UMB Bank
full-time
Posted on:
Location Type: Remote
Location: North Carolina • United States
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Salary
💰 $69,230 - $149,000 per year
About the role
- Lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers
- Handle all levels of responsibilities that the CRM III, II and I perform in cultivating highly significant customer relationships
- 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
- 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
Requirements
- Bachelor's degree or equivalent work experience
- 7 years relevant experience
- 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
- Demonstrated strong strategic and critical thinking abilities
- Demonstrates ability to manage multiple projects and timelines
- Demonstrates the ability to drive change through business planning
- 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
Benefits
- Paid Time Off
- a 401(k) matching program
- annual incentive pay
- paid holidays
- a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings, flexible spending, and dependent care accounts
- adoption assistance
- an employee assistance program
- fitness reimbursement
- tuition reimbursement
- an associate wellbeing program
- an associate emergency fund
- various associate banking benefits
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
client relationship managementbilling for administrative feesdebt service calculationscash and investment transactionscompliance reviewdocument provisions negotiationfinancial information disseminationbond closing facilitationpayment generation
Soft Skills
strategic thinkingcritical thinkingclient experience managementnetworkingproject managementchange managementwritten communicationverbal communicationattention to detailself-directed