Corporate Trust Relationship Manager II

UMB Financial Corporation; Phoenix (AZ); Hybrid; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, vision insurance

Health savings

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Associate emergency fund

Banking benefits

Job summary

UMB Financial Corporation in Phoenix, AZ is seeking a Corporate Trust Relationship Manager II to serve as the main point of contact for clients and ensure an unparalleled customer experience. You will support existing institutional accounts, handle billing, and assist with closing transactions, debt service, and compliance reviews.

Qualified candidates have a bachelor’s degree or equivalent work experience and at least 5 years of relevant experience.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 5 years of relevant experience.

Responsibilities

• Build relationships and continuously engage with customers to provide support and resolve routine and complex requests.
• Review transaction structures and legal documents to ensure proper operational mechanics.
• Collaborate with internal groups across Corporate Trust teams to ensure client accounts are compliant and properly administered.

Skills

Relationship building

Client support

Attention to detail

Effective communication

Education

Bachelor's degree

Job description

UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax‑exempt debt. We also provide escrow‑related and custodial services to corporations, not‑for‑profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship ManagerII role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide medium to complex/non‑routine support to an assigned group of clients with trustee relationships. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions. Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team. Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

How you’ll spend your time:

You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests. You will review transaction structures and legal documents to ensure operational mechanics are appropriate. You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

Compensation Range:

$81,864 - $120,406

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.

Benefits:

• 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.

Accommodations & Legal Information:

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to [e-mail] 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.

Inclusion and Diversity:

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.

Your fit:

We’re excited to talk with you if: You have a bachelor’s degree or equivalent work experience. You have at least 5 years of relevant experience.

This position was posted on 09/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Our Culture & Values:

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.

Who we are:

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision. Check out the road to a career at UMB