Relationship Manager III – CLO
UMB Bank
full-time
Posted on:
Location Type: Remote
Location: Texas • United States
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Salary
💰 $76,520 - $163,900 per year
About the role
- Provide highly complex support to an assigned group of the largest clients with the most complex needs
- Responsible for the management of day-to-day operational / client service activities
- Monitor internal controls within the specialty corporate trust team focused on the CLO product
- Work along senior management and technical staff to identify business solutions for improvements
- Resolve complex administrative issues and provide client support
- Servicing existing CLO accounts including billing, facilitating transactions, and compliance review
- Recommend and submit new business for approval
- Work with internal and external teams for document negotiation and compliance
- Develop and lead trainings related to CLO products and services
- Act as a subject matter expert for ongoing projects and system testing
- Involved in leading the development and implementation of more efficient processes
- Cross-training to learn other corporate trust roles and provide support as needed
- Provide indirect management of junior associates
Requirements
- Bachelor's degree or equivalent work experience
- 7+ or more years relevant experience in the CLO industry
- Advanced MS Excel skills (preferred)
- Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC) (preferred)
- Master’s Degree (preferred)
Benefits
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- 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
advanced MS Excelclient service managementoperational managementcompliance reviewdocument negotiationprocess improvementsystem testingtraining developmentbilling facilitationCLO product servicing
Soft Skills
problem resolutionclient supportcross-trainingleadershipcommunicationcollaborationsubject matter expertiseorganizational skillsindirect managementbusiness solution identification
Certifications
Certified Corporate Trust Specialist (CCTS)Corporate Trust Master Certification (CTMC)