SCT Relationship Manager II
UMB Bank
, a division of UMB Bank na
This role will provide medium to complex/non-routine support/ownership to an assigned group of the largest trustee clients with intricate complex needs which may include international components
+ Interacts with all levels of customer relationships
+ Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
+ Resolves complex administrative issues and provide support to senior level client staff
+ May provide guidance and mentorship to all levels of staff
+ Operate independently to service the client and resolve complex/unusual issues
+ Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments and administration of the trust as outlined in the governing documents.
+ Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
+ Provide feedback to Sales to accurately price new business based on account structure compared to existing business.
+ Review legal documents to ensure operational mechanics are appropriate
+ Work with corporate legal, compliance and outside legal counsel to negotiate document provisions
+ Work with operational group to ensure cash processing and procedures fit within any new products the team on-boards
+ Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
+ Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.
+ Indirect management of junior associates
+ Other duties as assigned
**Knowledge and Skills:**
+ Demonstrates strong client relationship management skills
+ 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 strong operational knowledge of Corporate Trust processes and procedures
+ Demonstrates the ability to be self-directed
**Requirements:**
_MINIMUM:_
+ Bachelor's degree or equivalent work experience
+ 5 years of related financial and/or customer relationship management experience
_PREFERRED:_
+ Master’s degree
+ Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)
**Compensation Range:**
$57,760.00 - $124,170.00
_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.
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