UMB Bank
UMB Bank
UMB Bank — банк, қаржы және финтех ұсыныстары арқылы жеке тұлғаларға, бизнеске және институционалдық клиенттерге қызмет көрсететін қаржылық қызметтер компаниясы. Жеке тұлғаларға арналған банк қызметтеріне ағымдағы және жинақ шоттары, кредиттік карталар, қарыздар және байлықты басқару кіреді. Кәсіпорындар несие беру, ақша ағынын басқару, капиталды қаржыландыру, кредиттік карталар және қызметкерлерге берілетін жеңілдіктер шешімдерін пайдалана алады. Ал институционалдық клиенттерге капитал нарықтары, қор қызметтері, сондай-ақ институционалдық және финтех банкингі бағыттарында қолдау көрсетіледі. 1913 жылы құрылған UMB Bank жеке тұлғалардың, компаниялар мен мекемелердің қажеттіліктеріне салалық қаржы сараптамасын бейімдейді.

Corporate Trust Associate / Relationship Manager - Costa Mesa, CA (Hybrid)

Support UMB Bank’s corporate trust clients across bond trustee and agency services. Provide client support, records administration, operational coordination, and issue resolution.

Сипаттама

  • Support Relationship Managers with administrative services for Corporate Trust clients
  • Maintain records and process client requests through Microsoft products and UMB systems
  • Work with clients and internal teams to identify needs and deliver solutions
  • Address client questions and requests
  • Compile performance information and keep records current
  • Coordinate work with operations teams, custodian banks, and client personnel
  • Resolve administrative and operational issues
  • Cross-train in additional Corporate Trust functions
  • Support established Corporate Trust clients and the Relationship Management team

Талаптар

  • Bachelor’s degree or equivalent professional experience
  • Two or more years of relevant experience
  • Strong attention to detail
  • Effective communication skills
  • Proficiency with Microsoft products and UMB systems

Артықшылықтар

  • Paid time off
  • 401(k) matching
  • Annual incentive compensation
  • Paid holidays
  • Company-sponsored medical, dental, vision, and other insurance coverage
  • Health savings, flexible spending, and dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Associate banking benefits

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