UMB Bank

Operations

• Supervise the daily activities of an ETF Operations team consisting of individuals varying in skill levels from entry level to Lead level operations staff
• Serve as the primary contact for ETF clients and the ETF ecosystem
• Develop/maintain strong working relationships with advisors, authorized participants (APs), portfolio managers, exchanges, distributors, and custodians
• Monitor AP activity and ensure that ETF creation/redemption orders are in good standing
• Understand basket creation and mechanics and impact to downstream processes and systems
• Reconcile key accounts and resolve all exceptions on a daily basis
• Provide technical, industry, and client-specific training
• Manage an ETF Operations team of 2-5 members with varying levels of experience
• Maintain a collaborative and innovative culture within the team
• Manage ETF Operations workload and act as escalation point for any issues

ETF Operations Manager

Manager

• 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

Corporate Trust Team Manager

Communications

• Develop, execute, and oversee strategic external communication plans to support the following areas’ priorities and goals: Institutional Banking, Consumer, Private Wealth Management and Employer Brand.
• Serve as a strategic communication advisor to internal stakeholders, including executives, across the organization.
• Able to distill complex information and topics into actionable and audience-appropriate materials.
• Monitor industry news and collaborate with internal and agency partners to proactively identify media opportunities and potential risks.
• Oversee and execute earned and owned media strategies.
• Prep spokespeople for media interactions, including messaging development.
• Provide media training to new spokespeople.
• Build and maintain relationships with regional and national reporters.
• Direct thought leadership, editorial, and targeted placement in local, regional and trade media.
• Write compelling content across a variety of media and business subjects, including pitches, press releases, talking points, guest columns, blog posts, award nominations, video scripts, and more.
• Fully manage and oversee the production of UMB’s annual ESG and Corporate Citizenship report.
• Manage communication/PR agency and other vendors, freelancers, and consultants as needed.
• Prioritize to remain focused on goals and strategic plan execution.
• Able to solve complex problems under tight deadlines.
• Plan and track complex projects while juggling competing priorities and adapting when needs change unexpectedly.
• Serve as a crisis communication team member on an as-needed basis.
• Analyze, measure and report on output to validate overall approach, assess value, capture ROI (when possible), etc.

Senior External Communications Manager

Product Manager

• Manages the complete product process, including the proposal, filing, and implementation of all pricing and product changes.
• Assess clients’ and prospects' needs, technology trends, and major competitors in order to synthesize product requirements while utilizing market/client/industry research and analysis to develop and maintain a long-range product roadmap.
• Work with clients on big picture activities including working with senior project manager on preparing formal or informal plans to meet client goals and reach client target audiences.
• Participate in the development, execution, monitoring, and progress reporting of strategies with the goal of achieving profitability and growth.
• Oversee all production activity including the review of copy for regulatory compliance, printer proofs, distribution memos and expense allocations.
• Assist in developing comprehensive business cases, including financial impact, for adding new products or changing existing products.
• Assist in developing Functional Requirements/Vision Documents that define product enhancements and development initiatives.
• Assist with Concept, Vision, and requirements definition documents, and sales and marketing tools.
• Manage timelines and responsibilities for internal and external resources to launch products on time and within budget.
• Educate and train (when applicable) other departments and teams on value/benefits of new product.

Commercial Card Product Manager

• Coordinate with Lead Tax Administrator the tax portion of annual audit of financial statements and provide timely and accurate documentation necessary to complete the audit
• Respond to client questions and requests
• Perform review of income and excise tax provisions and quarterly, semiannual and annual tax disclosure for financial reports for assigned funds to ensure accuracy and proper disclosure
• Perform final review of shareholder tax reporting disclosure for Form 1099
• Preparation of tax filings (extensions, federal income and excise and State tax filings)
• Preparation of supporting tax schedules to support income and excise tax filings
• Preparation of other miscellaneous tax filings (IRS Forms SS 4, W 9, 1099 MISC, FinCEN Forms 114 and 114a, etc.)
• Preparation of calendar year mutual fund tax information for shareholder tax reporting
• Preparation of ASC 740 10 (Uncertain Tax Positions) documentation and ASC 740 (Accounting for Income Taxes) documentation and footnote
• Calculation of periodic and annual income and capital gain distributions and review of dividend memos
• Work with the mutual fund's independent auditors in their review of income and excise tax provisions and tax information for the mutual fund's financial statement reporting
• Other duties as assigned

Senior Tax Administrator, Fund Services

Analyst

• Servicing loan syndications and participations
• Acting as liaisons between UMB loan officers and participating financial institutions
• Ensuring loan information is accurate on the loan accounting core system and in reporting of the syndication and participation loan portfolio
• Using problem solving skills to determine actions needed to ensure loans are properly booked and payment is posted
• Communicating effectively with Loan Coordinators and other institutions to ensure clarity on loan processes
• Managing time efficiently to meet loan deadlines

Senior Loan Analyst – Syndications, Participations

Account Manager

• Build your own commercial loan portfolio, by prospecting for new Agricultural business
• Engage and lead other team members to determine what other products and services the client might benefit from
• Collaborate with commercial clients to better understand their business and financial needs
• Analyze the business in order to qualify clients for bank products and services

Senior Relationship Manager – Commercial Agriculture

• Coach associates on performance; including proactive sales conversations, operational items and customer interactions
• Assisting or providing guidance on how to handle complex account maintenance and resolve customer escalations
• Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others
• Receiving continued education and training empowering you to meet individual sales performance and operational goals

Branch Manager

• Process and settle ETF creation and redemption baskets, including both in-kind and cash components
• Coordinate with authorized participants, clearing firms, and internal teams to ensure accurate and timely ETF basket settlement
• Manage daily collateral movements related to ETF activity
• Perform daily reconciliation of securities positions, cash balances, collateral accounts, and ETF basket activity to ensure accuracy across systems and counterparties
• Investigate and resolve settlement breaks, fails, and discrepancies in a timely manner

Securities Services Operations Analyst

Sales

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
• Steer administration of Client’s wealth and trust accounts by being trusted partner
• Lead high performance service delivery to clients by coordinating team delivering services
• Manage and expand high-profile client relationships
• Provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
• Lead a proactive, high-touch communication plan for all clients
• Provide wealth management subject matter expertise
• Participate in and attend meetings and functions as assigned
• Create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals
• Serve as the primary driver of new trust relationships for the market
• Coordinate and assign the team members of new trust relationships transitioning those accounts to those team members
• Other duties as assigned

Trust Sales Advisor

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
• Steer administration of Client’s wealth and trust accounts by being a trusted partner
• Lead high-performance service delivery to clients by coordinating team delivering services
• Manage and expand high-profile client relationships
• Provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
• Lead a proactive, high-touch communication plan for all clients
• Provide wealth management subject matter expertise
• Participate in and attend meetings and functions as assigned
• Create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals
• Serve as the primary driver of new trust relationships for the market
• Coordinate and assign team members of new trust relationships transitioning those accounts to those team members
• Other duties as assigned

• Building your own commercial loan portfolio by prospecting for new Food, Beverage & Agribusiness opportunities
• Growing revenue as directed by senior management by successfully prospecting new business and making appropriate referrals
• Maintaining a portfolio by calling on customers to expand existing business, ensure excellent client relations & proper servicing of account(s)
• Developing a sound understanding of the industry types served and the key players within these industries
• Managing loan & portfolio credit quality
• Negotiating credit arrangements and preparing credit memoranda and supporting documentation for presentation to the loan committee
• Collaborating with commercial clients to better understand their business and financial needs
• Analyzing the business to qualify clients for bank products and services
• Mentoring less experienced Commercial Banking Associates

Commercial Relationship Manager III – Food, Beverage & Agribusiness

Financial Planning and Analysis

• Maintain ongoing client relationships through regular communication
• Work in consultation with clients’ other advisors
• Lead in the development of new client relationships
• Discuss investment performance, economic and market trends
• Present financial and tax planning options and opportunities

ETF Operations Manager

Corporate Trust Team Manager

Senior External Communications Manager

Commercial Card Product Manager

Senior Tax Administrator, Fund Services

Senior Loan Analyst – Syndications, Participations

Senior Relationship Manager – Commercial Agriculture

Branch Manager

Securities Services Operations Analyst

Branch Manager

Branch Manager

Trust Sales Advisor

Trust Sales Advisor

Commercial Relationship Manager III – Food, Beverage & Agribusiness

Financial Advisor