Corporate Trust Relationship Manager II

UMB Bank; Santa Fe (NM); Remoto; USD 82.000 - 120.000; Tempo parcial

Resumo da vaga

UMB Bank is seeking a part-time, remote Corporate Trust Specialist to support a trusted client group with trustee relationships. You will interact with clients at all levels, ensure accurate setup of issues, and assist with compliance reviews.

The role involves complex administrative tasks, day-to-day trust account support, and serving as a subject matter expert on projects. Ideal candidates hold a Bachelor's degree with 5+ years in financial/client relationship roles and may have a Master’s or

Qualificações

• Bachelor's degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.
• Master's Degree preferred.
• CCTS Certified Corporate Trust Specialist preferred.

Responsabilidades

• Interacts with all levels of customer relationships.
• Responsible for accurate/timely setup of issues on all systems and preparing accounts for compliance review.
• Resolves complex administrative issues and provides support to senior level client staff.
• May provide support to clients outside assigned group.
• Operate independently to service the client and resolve complex/unusual issues.
• Provide day-to-day support to institutional/corporate trust accounts including billing, transactions, and compliance items.
• Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.
• Provide guidance and mentorship to staff, especially the Associate Relationship Manager.
• Recommend and submit new business for approval by the new business committee.

Conhecimentos

Client relationship management

Networking

Communication

Project management

Change management

Attention to detail

Banking products

Self-directed

Formação

Bachelor's degree or equivalent

5 years related financial experience

Master's Degree

CCTS Certified Corporate Trust Specialist

Descrição da vaga

Remote

VA-REMOTE

Part time

R-9663

Duties & Responsibilities

This role will provide medium to complex/non-routine support/ownership to an assigned group of clients with trustee relationships.

• Interacts with all levels of customer relationships

• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions

• Resolves complex administrative issues and provide support to senior level client staff

• May provide support to clients outside assigned group.

• Operate independently to service the client and resolve complex/unusual issues

• Provides day to day support to existing institutional/corporate trust accounts including but not limited to: billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, dissemination of financial information and administration of the trust as outlined in the governing documents.

• Serve as a subject matter expert and represent the team in ongoing projects and efficiencies.

• Provide guidance, mentorship and development to all levels of staff, particularly the assigned Associate Relationship Manager

• Recommend and submit new business for approval from the new business committee made up of the senior leadership team in Corporate Trust

• Price business based on account structure compared to existing business working with Business Development Officer as needed

• Review legal documents to ensure operational mechanics are appropriate

• Work with corporate legal, compliance and outside legal counsel to negotiate document provisions

• Participate in cross training to learn other Corporate Trust roles and provide support, as needed

• Other duties as assigned

Knowledge & Skills

MINIMUM :

• Demonstrates strong client relationship management skills

• Demonstrates successful networking skills and the ability to establish a network of strategic contacts

• Demonstrates ability to provide positive client experience through a variety of methods including associate engagement, technology, workflows and processing

• Demonstrates ability to manage multiple projects and timelines

• Demonstrates the ability to drive change through business planning

• Demonstrates exceptional written and verbal communication skills with attention to detail

• Demonstrates general knowledge of banking products and services

• Demonstrates the ability to be self-directed

Requirements

MINIMUM :

• Bachelor's degree or equivalent work experience

• 5 years of related financial and/or customer relationship management experience

PREFERRED :

• Master's Degree

• CCTS Certified Corporate Trust Specialist

Work Environment:

Typical office environment

This position was posted on 11/02/2026. 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.

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 [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 (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

#LI-MC1

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 (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

Check out the road to a career at UMB