Corporate Trust Associate Relationship Manager Sr.

Requirements

• MINIMUM:
• Bachelor's degree or equivalent work experience
• 4-6 years relevant experience
• PREFERRED:
• Prior CT, Compliance or Legal experience
• Work Environment
• Typical office environment, potential for minimal travel
• Supervision/Management: No direct management accountabilities
• Compensation Ranges:
• US Employees in California, Washington DC, New Jersey, and New York:
• $54,220 - $79,020
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
• $49,510 - $72,340
• US Employees in all other states not listed above:
• $44,790 - $65,650
• Are you ready to be part of something more?
• 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, co

Benefits

Additional Information

Duties & Responsibilities : Lead role that provides general administrative support to existing Corporate Trust clients with payment activities Job Duties and Responsibilities: This opportunity serves as a key partner to Relationship Managers and supports high-value client relationships through accurate financial administration, proactive issue resolution, and exceptional client service. This position will focus primarily on revenue tracking, invoicing and expense reconciliation of trust accounts owned by high-value clients. Serve as primary point of contact for internal and external clients on fee expense, invoice, collection and reconciliation questions or support. Maintain strong client relationships through responsive communication and professional follow-up Coordinate with internal departments to ensure accurate fee setup, expense tracking, and payment application Research and resolve invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner Participate in cross-training to learn other Corporate Trust roles and provide support, as needed Support onboarding of new accounts by coordinating billing setup and documentation requirements Participate in process improvement initiatives focused on accuracy, efficiency, and client experience. Monitor aging reports and proactively escalate risk items or collection concerns Responsible for establishing a network of strategic contacts. Will have keen focus on the customer experience and how to deliver it through associate engagement, technology, workflows, & processing. Other duties as assigned Knowledge & Skills MINIMUM: Highly customer focused with strong customer service and networking skills Ability to manage multiple projects and timelines Exceptional verbal and written communication with attention to detail Knowledge of banking and institutional products and services Knowledge of fee billing structures and processes Self-directed skills PREFERRED : Demonstrate ability to monitor aging reports and proactively escalate high-risk items or collection concerns. Demonstrate ability in reviewing and reconciling billing data for accuracy, completeness, and compliance with client agreements and internal procedures. Demonstrates proven track record in resolving invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner. Demonstrate ability in coordinating with internal departments to ensure accurate fee setup, expense tracking, and payment application. Demonstrate ability to maintain strong client relationships through responsive communication and professional follow-up.

Your Match

How well this role fits your profile.

Company Intel

What employees say

Worked at umb? Share your experience