UMB Financial Corporation
Madison, WI
Duties & Responsibilities This role is responsible for the management, training, coaching and development for assigned region of Corporate Trust Relationship Managers. This role will also serve as Lead Administrator for the largest/key complex accounts, volume and /or client relationship to ensure high quality fiduciary services. Ensure the prompt and accurate setup of new accounts Manage and provide guidance and direction to staff Conduct performance reviews and recommends discipline as needed Assigns and adjusts staff workloads Responsible for interviewing, hiring & training Resolve ALL administrative issues and provide support to any level client staff Provide guidance to junior staff Operate independently 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...
