Corporate Trust Team Manager

UMB Financial
Kansas City
Workplace: HybridFull timeUSD 69,230 - 131,550 annuallyFunction: Administration & Executive AssistanceExperience: 7+ yearsEducation: bachelorsSkills: ["Customer relationship management","Leadership","Attention to detail","Compliance focus","Operational accuracy"]

Lead and guide a team of Corporate Trust Associate Relationship Managers and Relationship Managers while cultivating key institutional/corporate trust relationships. Oversee day-to-day trust account operations including billing and fee recommendations, bond closings, cash and investment transactions, and debt service calculations. Recommend and submit new business for approval, ensure timely system setup, coordinate compliance reviews, and review legal documents to confirm appropriate operational mechanics.

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UMB Financial
UMB Financial
3 months ago

Corporate Trust Team Manager

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Source: Company careers pageValidated by: Fursa AI
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Job Summary

Lead and guide a team of Corporate Trust Associate Relationship Managers and Relationship Managers while cultivating key institutional/corporate trust relationships. Oversee day-to-day trust account operations including billing and fee recommendations, bond closings, cash and investment transactions, and debt service calculations. Recommend and submit new business for approval, ensure timely system setup, coordinate compliance reviews, and review legal documents to confirm appropriate operational mechanics.
Location: Kansas City
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Provide day-to-day support for existing institutional/corporate trust accounts, including billing for administrative fees, recommending fee increases, facilitating bond closings, and handling cash and investment transactions.
  • •Monitor cash activities and perform debt service calculations, including executing payment generation and follow-up.
  • •Recommend and submit new business for approval from the new business committee.
  • •Ensure accurate and timely setup of issues on all systems, prepare accounts for compliance review, and respond to compliance exceptions.
  • •Review legal documents to ensure operational mechanics are appropriate.

Pay and Benefits

Salary: USD 69,230 - 131,550 annually
Perks:Paid Leave401kHealth InsuranceDentalVision

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •At least seven (7) years of relevant experience.
  • •Experience supporting institutional/corporate trust accounts, including billing and fee recommendations.
  • •Ability to facilitate bond closings and handle cash and investment transactions.
  • •Strong operational accuracy, including compliance review preparation and legal document review.
Experience:7+ years
Education:Bachelor's
Skills:Customer relationship managementLeadershipAttention to detailCompliance focusOperational accuracy

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn