Sr. Associate Relationship Manager

Corporate Trust Administrative Support

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

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

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.