Corporate Trust Team Manager

UMB Bank; Boise (ID); Remoto; USD 98.000 - 145.000; Tempo pieno

Descrizione del lavoro

UMB Bank is seeking a Senior Corporate Trust Associate Relationship Manager to lead a team of relationship managers and oversee high-value client relationships in a remote setting. You will handle billing, bond closings, cash/ investments, and prepare compliance-ready accounts while working with legal and compliance to negotiate provisions.

The role requires strong networking, strategic thinking, and excellent communication, with potential for career growth within Corporate Trust.

Competenze

• MINIMUM: Demonstrates strong client relationship management skills
• MINIMUM: Demonstrates successful networking skills and the ability to establish a network of strategic contacts
• MINIMUM: Demonstrates ability to provide positive client experience through associate engagement, technology, workflows and processing
• MINIMUM: Demonstrated strong strategic and critical thinking abilities
• MINIMUM: Demonstrates ability to manage multiple projects and timelines
• MINIMUM: Demonstrates the ability to drive change through business planning
• MINIMUM: Demonstrates exceptional written and verbal communication skills with attention to detail
• MINIMUM: Demonstrates general knowledge of banking products and services
• MINIMUM: Demonstrates the ability to be self-directed
• PREFERRED: Master’s Degree
• PREFERRED: CCTS Certified Corporate Trust Specialist

Mansioni

• Lead and provide guidance to an assigned team of Corporate Trust Associate Relationship Managers.
• Handle all levels of responsibilities that CRM I-III perform in cultivating significant customer relationships.
• Resolve administrative issues and provide support to client staff
• Provide guidance to junior staff
• Operate independently to service large clients and resolve complex issues
• Provide day-to-day support to institutional/corporate trust accounts including billing, fees, bond closing, cash/investment transactions, and payments
• Submit new business for approval by senior leadership
• Price business based on account structure
• Disseminate financial information to EMMA system
• Setup of issues on systems and prepare accounts for compliance review
• Review legal documents for operational mechanics
• Negotiate document provisions with corporate legal/compliance
• Cross-train to learn other Corporate Trust roles
• Other duties as assigned

Conoscenze

Client relationship management

Networking

Positive client experience

Strategic thinking

Project management

Business planning

Communication

Banking products knowledge

Self-directed

Formazione

Master's Degree

CCTS Certified Corporate Trust Specialist

Bachelor's degree or equivalent work experience

Descrizione del lavoro

Remote

MN-REMOTE

Full time

R-9665

Duties & Responsibilities

This role will lead and provide guidance and direction to an assigned team of Corporate Trust Associate Relationship Managers. This role will also be able to handle all levels of responsibilities that the CRM III, II and I perform in cultivating highly significant customer relationships.

• Resolve ALL administrative issues and provide support to any level client staff

• Provide guidance to junior staff

• Operate independently to service the largest clients and resolve the most complex issues

• Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees, recommending fee increases, facilitating bond closing, handling cash and investment transactions, monitoring cash activities, providing debt service calculations, executing payment generation and follow-up

• 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.

• Disseminates financial information to the EMMA system (as required)

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

• 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

• Demonstrated strong strategic and critical thinking abilities

• 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

PREFERRED :

• Master's Degree

• CCTS Certified Corporate Trust Specialist

Bachelor's degree or equivalent work experience

Five (5) years relevant experience

Work Environment:

Typical office environment

Supervision/Management:

Supervise a team of associates including hiring, coaching and development

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:

$98,208 - $144,705

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?

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