Specialty Corporate Trust Team Manager
@ UMB BANK NASpecialty Corporate Trust Team Manager
About the job
UMB is a financial services company offering banking, investment, and trust solutions. The role focuses on leading and supporting a corporate trust team, ensuring compliance, managing accounts, and collaborating with senior leaders to deliver excellent customer service.
Requirements
- 7+ years relevant experience
- Leadership and team management
- Knowledge of trust account processes
- Strong compliance understanding
- Excellent communication skills
Qualifications
- Bachelor's degree or equivalent
- Leadership mindset
- Experience in corporate trust
- Detail-oriented and organized
- Ability to train and mentor
Full job description
As our Team Manager, you 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.
You will provide day to day support to the Relationship Management team across their corporate trust accounts including monitoring internal controls to ensure compliance readiness, identifying, developing and documenting potential issues and recommendations and facilitates changes in processes/systems.
How you will spend your time:
- You will be responsible for accurate/timely setup of trust accounts on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
- You will provide oversight and subject knowledge expertise on trust document directives and processes such as note transfers, audit confirmations and foreign tax reporting and withholding requirements.
- You will participate in cross-training to learn other Corporate Trust roles and provide support, as needed
- You will interview, hire and train new team members with support from upper management and team members that change roles and responsibilities in the group.
- You will track workload for the team and make adjustments to account assignments or coordinate team help during spikes and special projects
- You will conduct one on one and team meetings with direct reports
- You will coordinate guidelines and procedures to review and discuss in team meetings
- You will gather information and ensure teams are consistent in work product.
We are excited to speak with you if:
- You possess a Bachelor's degree or equivalent work experience
- You have at least seven (7) or more years of relevant experience
Compensation Range:
$98,208 - $144,705The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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 talentacquisition@umb.com to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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