Job Description
**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 c...
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 c...
Ready to Apply?
Take the next step in your AI career. Submit your application to UMB Bank today.
Submit Application