Compliance Specialist II-Corporate Trust

UMB’s Corporate Trust Compliance team supports the Corporate Trust group by performing account review, monitoring and ensuring compliance with regulations, and producing account summaries and reports as needed. This team is essential to our success in ensuring UMB follows the proper procedures to avoid any potential risk, and therefore mitigating any losses that could be incurred by UMB

The Corporate Trust Compliance Specialist II role is responsible for the initial review of every piece of new business closed by the Corporate Trust team. This role ensures each account is properly set up and functioning according to the governing documents of the agreement. The role of a Corporate Trust Compliance Specialist is exposed to all facets of Corporate Trust Administration and is responsible for applying all the concepts that govern Corporate Trust to each new deal reviewed.  As you grow your skill set at UMB, you will have the opportunity to work on increasingly complex accounts and take on more responsibilities within the Corporate Trust team.

Working in the Corporate Trust Compliance team can be exciting, challenging, collaborative, and goal oriented. The team is spread out across the UMB footprint and therefore each specialist works independently to meet individual review goals. However the team meets regularly as a group via video conference and focuses on a team culture of constant sharing, connecting, and partnership. There is always a partner ready to help. The Corporate Trust Compliance team is also part of the overall Corporate Trust team and participates in regular department meetings, training sessions provided, and team building activities.

How you’ll spend your time:

• You will apply Corporate Trust knowledge to each initial account review (paying agent, trustee, and escrow accounts) to ensure the account is properly set up and functioning per the governing documents
• You will use Excel, UMB systems, and industry systems to review documents, manage accounts, and monitor activities
• You will partner with internal teams including the Relationship Management team to prepare summaries and reports, as well as make recommendations on changes to policies and procedures.

We’re excited to talk with you if:

• You have five or more years of work experience in Corporate Trust or related area

The pay range for a candidate selected for this position who is based in Colorado is typically $60,795 to $112,875 annually.  The selected candidate’s actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance. 

UMB offers competitive and varied benefits to its associates including 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.

Compensation Range:

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.

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