Team Manager

Job Description

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers and/or Relationship Managers. This role will also work closely with senior leaders in the business to ensure consistent and superior customer service.

• Resolve ALL administrative issues and provide support to any level client staff
• Provide guidance to junior staff
• Operate with Relationship Managers 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 and compliance items, providing debt service calculations, executing payment generation and follow-up
• Provide feedback to Sales to assist with pricing business based on account structure compared to existing business.
• 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
• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
• Interview hire and train new team members with support from upper management and team members that change roles and responsibilities in the group.
• Track workload for the team and make adjustments to account assignments or coordinate team help during spikes and special projects
• Lead one on one and team meetings with direct reports
• Coordinate guidelines and procedures to review and discuss in team meetings
• Research and develop efficiencies for systems and processes
• Serve as a subject matter expert as a representative for the SCT group for projects, and system enhancements and testing.
• Gather information and ensure teams are consistent in work product.
• Other duties as assigned

Knowledge and Skills:

• Demonstrates successful networking skills with relationship management and other senior leaders and the ability to establish a network of strategic contacts
• Demonstrates the ability to drive and implement change through business planning
• Strong working knowledge of Excel and other Microsoft Office products (Outlook, Word, PowerPoint, etc)
• Ability to oversee team requirements as directed by trust accounts to ensure deadlines are met
• Demonstrates a proven track record of managing a team by meeting or exceeding expectations

Requirements:

MINIMUM:

• Bachelor's degree or equivalent work experience
• 7 or more years relevant experience

PREFERRED:

• Master's Degree
• Certified Corporate Trust Specialist (CCTS) or Corporate Trust Master Certification (CTMC)

Supervision/Management:

Supervise a team of administrative staff and/or support staff including hiring, performance management and ensure accurate and successful performance of duties.

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

US Employees in all other states not listed above:

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. 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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.

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