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Duties & Responsibilities

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers and/or Relationship Managers. This role will also work closely with senior leaders in the business to ensure consistent and superior customer service.

+ Resolve ALL administrative issues and provide support to any level client staff

+ Provide guidance to junior staff

+ Operate with Relationship Managers 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 and compliance items, providing debt service calculations, executing payment generation and follow-up

+ Provide feedback to Sales to assist with pricing business based on account structure compared to existing business.

+ 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

+ Participate in cross-training to learn other Corporate Trust roles and provide support, as needed

+ Interview hire and train new team members with support from upper management and team members that change roles and responsibilities in the group.

+ Track workload for the team and make adjustments to account assignments or coordinate team help during spikes and special projects

+ Lead one on one and team meetings with direct reports

+ Coordinate guidelines and procedures to review and discuss in team meetings

+ Research and develop efficiencies for systems and processes

+ Serve as a subject matter expert as a representative for the SCT group for projects, and system enhancements and testing.

+ Gather information and ensure teams are consistent in work product.

+ Other duties as assigned

Knowledge & Skills

MINIMUM:

+ Demonstrates successful networking skills and the ability to establish a network of strategic contacts

+ Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing

+ Demonstrates ability to manage multiple projects and timelines

+ Demonstrates the ability to drive change through business planning

+ Demonstrates exceptional written and verbal communication skills with attention to detail

+ Demonstrates the ability to be self-directed and lead multiple teams

Requirements

_MINIMUM_ _:_

+ Bachelor's degree or equivalent work experience

+ 10 (Ten) or more years of relevant experience

_PREFERRED_ _:_

+ Master’s Degree

+ Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)

Work Environment:

Typical office environment

Supervision/Management:

Supervise a management team that is responsible for leading the administrative staff and/or support staff for the Relationship Management team including hiring, performance management and ensuring accurate and successful performance of duties.

Compensation Range:

$99,750.00 - $214,370.00

_The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information_

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

_UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to_ [email protected]_ _to let us know the nature of your request._

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_Who we are_

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\_Tuce\_Book\_Original\_file.pdf)

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