Corporate Trust Regional Manager

Duties & Responsibilities

This role is responsible for the management, training, coaching and development for assigned region of Corporate Trust Relationship Managers. This role will also serve as Lead Administrator for the largest/key complex accounts, volume and /or client relationship to ensure high quality fiduciary services. Ensure the prompt and accurate setup of new accounts Manage and provide guidance and direction to staff Conduct performance reviews and recommends discipline as needed Assigns and adjusts staff workloads Responsible for interviewing, hiring & training Resolve ALL administrative issues and provide support to any level client staff Provide guidance to junior staff Operate independently 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, providing debt service calculations, executing payment generation and follow-up Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust Price business based on account structure compared to existing business. Disseminates financial information to the EMMA system (as required) 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 Work with corporate legal, compliance and outside legal counsel to negotiate document provisions Participate in cross-training to learn other Corporate Trust roles and provide support, as needed Other duties as assigned

Requirements

MINIMUM: Bachelor's degree or equivalent work experience 10 years relevant experience PREFERRED: Master's Degree CTMC Certified Corporate Trust Specialist (previously CCTS certification)

Work Environment:

Typical office environment, some travel may be required

Supervision/Management:

Supervise a team of associates including hiring, coaching and development

Compensation Range:

$120,750.00 - $257,250.00

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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