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UMB

Regional bank offering diversified financial services

Corporate Trust Specialist

Finance & BankingConfirmed live in the last 24 hours
Full-timeMinneapolis, MN, USAHybrid

About the Job

Requirements

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

Responsibilities

  • Support a group of specialty-niche clients and work within a group of specialists to resolve administrative issues for assigned distressed accounts.
  • Review transaction structures and legal documents to ensure operational mechanics are appropriate.
  • Collaborate with internal groups across Corporate Trust teams to ensure accounts are set up correctly and on time.
  • Serve as the main point of contact for assigned clients, providing highly complex support for distressed-debt clients and resolving complex administrative issues.
  • Provide support to senior-level client staff and customized department-wide training, instruction, and technical development.
  • Handle default/workout clients and other complex clients.
  • Provide day-to-day support to institutional and corporate trust accounts, including billing administrative fees, facilitating transaction closings, handling cash and investment transactions, providing debt-service calculations, setting up issues across systems, preparing accounts for compliance review, and partnering with corporate legal to review documents and negotiate 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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