The SCT Associate Relationship Manager supports UMB’s Specialty Corporate Trust team by assisting Relationship Managers with client onboarding, account administration, and trust transaction management. This role involves handling high-volume financial transactions, maintaining client records, and ensuring compliance with trust documentation for global clients in aviation, rail, and real estate sectors.
What You'll Do
- Process large volume of money movement in formats such as ACH, Wire and Swift/ISO
- Support Relationship Management with managing a book of business for a defined set of clients
- Build and maintain accurate excel workbooks to maintain financial loan schedules
- Use customer service skills to communicate with high profile clients located worldwide surrounding trust related matters
- Perform daily account reconciliation to ensure trust portfolios are balanced in accordance with trust documents
What We're Looking For
- Bachelor’s degree or equivalent work experience
- 2-4 years relevant experience
Technical Stack
- Excel
- ACH
- Wire
- Swift/ISO
Team & Environment
- Specialty Corporate Trust team with associates having 10-30 years of experience; known globally for niche trust services
- Reporting to Relationship Managers
- Team-oriented environment with pride in work
- Supportive and collaborative team culture
- Knowledge sharing and mentorship from experienced team members
- Values employees for who they are
- Encourages supporting causes employees care about
- Emphasis on doing the right thing
- Opportunities for multiple careers within the company
- Employees have their voices heard
Benefits & Compensation
- Paid Time Off
- 401(k) matching program
- annual incentive pay
- paid holidays
- comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- health savings accounts
- flexible spending accounts
- dependent care accounts
- adoption assistance
- employee assistance program
- fitness reimbursement
- tuition reimbursement
- associate wellbeing program
- associate emergency fund
- various associate banking benefits
Compensation: $38,910.00 - $75,080.00. Actual compensation may vary by geographic location, experience level, and other job-related factors; range does not encompass full earning potential.
Work Mode
Work mode details not specified.
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. Accommodations for disabilities can be requested via email to talentacquisition@umb.com.
