UMB Bank
UMB Bank
UMB Bank este o companie de servicii financiare care deservește clienți persoane fizice, companii și instituții prin soluții bancare, de finanțare și fintech. Serviciile sale de banking personal includ conturi curente și de economii, carduri de credit, împrumuturi și administrarea averii. Companiile pot accesa soluții de creditare, gestionare a fluxului de numerar, finanțare a capitalului, carduri de credit și beneficii pentru angajați, în timp ce clienții instituționali beneficiază de sprijin prin piețe de capital, servicii pentru fonduri și servicii bancare instituționale și fintech. Fondată în 1913, UMB Bank își aplică expertiza financiară specifică fiecărui sector pentru a răspunde nevoilor persoanelor, companiilor și instituțiilor.

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.

Descriere

  • 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

Cerințe

  • 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

Beneficii

  • 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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