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UMB Bank · 2 days ago

SCT Associate Relationship Manager

Salt Lake City, UT

Full-time

Onsite

Entry, Mid Level

$39K/yr - $75K/yr

2+ years exp

UMB Bank's Specialty Corporate Trust team provides trust services for the structured finance sector, focusing on aviation, rail, and real estate. The SCT Associate Relationship Manager will support the team by managing client accounts, processing transactions, and ensuring accurate financial records.

BankingFinanceFinancial Services

Responsibilities

You will process large volume of money movement in formats such as such as ACH, Wire and Swift/ISO

You will supports Relationship Management with managing a book of business for a defined set of clients

You will build and maintain accurate excel workbooks to maintain financial loan schedules

You will use your customer service skills to communicate with high profile clients located worldwide surrounding trust related matters

You will perform daily account reconciliation to ensure trust portfolios are balanced in accordance with trust documents

Qualification

Client invoicingAccount reconciliationExcel proficiencyACH processingWire transfer processingSwift/ISO processingCustomer service skillsTeam collaborationCommunication skills