Corporate Trust Relationship Manager II

umb; Phoenix (AZ); On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive

Medical insurance

Dental & Vision

Health Savings Account

Flexible spending

Dependent care

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Job summary

UMB's Corporate Trust and Escrow Services is a nationally recognized provider of bond trustee and agency services to corporate and municipal markets. The Corporate Trust Relationship Manager II role serves as the main client contact, delivering exceptional service and managing day-to-day support for assigned fiduciary relationships.

Responsibilities include reviewing transaction structures, preparing accounts for compliance, and partnering with our corporate legal team to ensure proper

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 both routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.

Skills

Relationship management

Client communication

Education

Bachelor's degree or equivalent

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 Manager II 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.

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.

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
• dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• 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 [e-mail] to let us know the nature of your request.

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