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UMB

Regional bank offering diversified financial services

Corporate Trust Relationship Manager 3

Finance & BankingUpdated on Nov 10
Full-timeHybrid

About the Job

Requirements

  • A bachelor's degree or equivalent work experience.
  • At least 7 years of relevant experience.

Responsibilities

  • Build relationships and continuously engage with customers to provide support and resolve routine and complex requests.
  • Review transaction structures and legal documents to ensure operational mechanics are appropriate.
  • Collaborate with internal groups across Corporate Trust teams to ensure client accounts are compliant and properly administered.
  • Provide highly complex support to an assigned group of large trustee clients, resolve complex administrative issues, and support senior-level client staff.
  • Support existing institutional and corporate trust accounts, including billing administrative fees, facilitating transaction closings, handling cash and investment transactions, providing debt service calculations, setting up issues accurately and promptly on systems, and preparing accounts for compliance review.
  • Review legal documents and partner with the corporate legal team to ensure operational mechanics are appropriate and negotiate document provisions.

About the Company

UMB

Regional bank offering diversified financial services

UMB Financial provides banking and financial services to individuals, businesses, and institutions, including wealth management and treasury services. Its products run through customer accounts, loans, cash management, and trust and investment services, delivered via branches, advisors, and online tools to help people manage money and grow assets. The company stands out through a long local history, a strong emphasis on customer service, and community involvement, with growth beyond a single region. Its goal is to be a trusted, dependable financial partner that helps clients manage finances and pursue long-term growth.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1913

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