CT Senior Transaction Manager

Duties & Responsibilities

This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs

• Negotiate and close transactions for which UMB Bank is being appointed as trustee, administrative agent, escrow agent and similar Corporate Trust capacities
• Work with corporate trust legal, compliance and outside legal counsel to negotiate document provisions
• Review legal documents to ensure operational mechanics and UMB Bank protections are appropriate
• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions
• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust
• Provide guidance to junior staff
• Operate independently to service the largest clients and resolve the most complex issues
• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
• Develop and lead training related to Corporate Trust products and services, as requested
• Actively participate as a subject matter expert for ongoing projects and system testing. 
• Be involved in leading the development and implementation of more efficient processes.
• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
• Work with management to explore marketing opportunities and new products and services to offer in CT.
• Other duties as assigned

Knowledge & Skills

MINIMUM:

• Demonstrates strong document review and negotiation skills
• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing
• Demonstrates ability to manage multiple projects and timelines
• Demonstrates the ability to drive change through business planning
• Demonstrates exceptional written and verbal communication skills with attention to detail
• Demonstrates general knowledge of banking products and services
• Demonstrates the ability to be self-directed

Requirements

MINIMUM:

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

PREFERRED:

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

Work Environment:

Typical office environment

Supervision/Management:

No direct management accountabilities

Compensation Range:

$83,810.00 - $179,300.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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 talentacquisition@umb.com to let us know the nature of your request.

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