UMB Bank
UMB Bank
UMB Bank je podjetje za finančne storitve, ki fizičnim osebam, podjetjem in institucionalnim strankam ponuja bančne, finančne in fintech rešitve. Njene storitve osebnega bančništva vključujejo transakcijske in varčevalne račune, kreditne kartice, posojila in upravljanje premoženja. Podjetja lahko dostopajo do posojil, upravljanja denarnih tokov, kapitalskega financiranja, rešitev s kreditnimi karticami in ugodnosti za zaposlene, institucionalne stranke pa podpira s storitvami na kapitalskih trgih, storitvami za sklade ter institucionalnim in fintech bančništvom. UMB Bank je bila ustanovljena leta 1913 ter svoje sektorsko finančno znanje uporablja za potrebe posameznikov, podjetij in institucij.

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.

Opis

  • 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

Zahteve

  • 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

Ugodnosti

  • 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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