Job Description

Duties & Responsibilities
Lead role that provides general administrative support to existing Corporate Trust clients with payment activities

Job Duties and Responsibilities:

• This opportunity serves as a key partner to Relationship Managers and supports high-value client relationships through accurate financial administration, proactive issue resolution, and exceptional client service.
• This position will focus primarily on revenue tracking, invoicing and expense reconciliation of trust accounts owned by high-value clients.
• Serve as primary point of contact for internal and external clients on fee expense, invoice, collection and reconciliation questions or support.
• Maintain strong client relationships through responsive communication and professional follow-up
• Coordinate with internal departments to ensure accurate fee setup, expense tracking, and payment application
• Research and resolve invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner
• Participate in cross-training to learn other Corporate Trust roles and provide support, as needed
• Support onboarding of new accounts by coordinating billing setup and documentation requirements
• Participate in process improvement initiatives focused on accuracy, efficiency, and client experience.
• Monitor aging reports and proactively escalate risk items or collection concerns
• Responsible for establishing a network of strategic contacts.
• Will have keen focus on the customer experience and how to deliver it through associate engagement, technology, workflows, & processing.
• Other duties as assigned

Knowledge & Skills
MINIMUM:
Highly customer focused with strong customer service and networking skills
Ability to manage multiple projects and timelines
Exceptional verbal and written communication with attention to detail
Knowledge of banking and institutional products and services
Knowledge of fee billing structures and processes
Self-directed skills

PREFERRED

• Demonstrate ability to monitor aging reports and proactively escalate high-risk items or collection concerns.
• Demonstrate ability in reviewing and reconciling billing data for accuracy, completeness, and compliance with client agreements and internal procedures.
• Demonstrates proven track record in resolving invoice discrepancies, outstanding balances, and client inquiries in a timely and professional manner.
• Demonstrate ability in coordinating with internal departments to ensure accurate fee setup, expense tracking, and payment application.
• Demonstrate ability to maintain strong client relationships through responsive communication and professional follow-up.

Requirements
MINIMUM:
Bachelor’s degree or equivalent work experience
4-6 years relevant experience

PREFERRED:
Prior CT, Compliance or Legal experience

Work Environment
Typical office environment, potential for minimal travel
Supervision/Management: No direct management accountabilities

Compensation Ranges:

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

$54,220 - $79,020

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

$49,510 - $72,340

US Employees in all other states not listed above:

$44,790 - $65,650

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 talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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