Corporate Trust Team Manager

UMB BANK NA; Minnesota; Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

401(k) matching program

Annual incentive pay

Health, dental, vision insurance

Job summary

UMB Financial Corporation in Minnesota is seeking a seasoned Corporate Trust Associate Relationship Manager with strong leadership and client management skills. This role will guide a team of CRM professionals, manage complex client relationships, and oversee day-to-day trust operations, including billing and compliance tasks.

The ideal candidate has extensive knowledge of corporate trust products, excellent communication, and the ability to navigate regulatory requirements while driving client

Qualifications

• Bachelor's degree or equivalent work experience.
• 5+ years relevant corporate trust or relationship management experience.
• Master's degree preferred and CCTS certification beneficial.
• Strong communication and client service skills.

Responsibilities

• Lead and guide an assigned team of Corporate Trust Associate Relationship Managers.
• Cultivate significant client relationships and resolve administrative issues.
• Provide guidance to junior staff and operate independently for large clients.
• Handle billing, approve fee increases, facilitate bond closings, and manage cash/investment transactions.
• Monitor cash activities and perform debt service calculations.
• Submit new business for approval and price deals based on account structure.
• Prepare accounts for compliance reviews and respond to exceptions.
• Review legal documents and coordinate with legal/compliance.
• Cross-train and provide support across Corporate Trust roles.
• Perform other duties as assigned.

Skills

Client relationship management

Networking

Positive client experience

Strategic & critical thinking

Multi-project management

Change management

Written & verbal communication

Banking products & services

Self-directed

Education

Bachelor's degree or equivalent

Master's degree preferred

CCTS Certified Corporate Trust Specialist

Job description

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

MINIMUM: Bachelor's degree or equivalent work experience Five (5) years relevant experience PREFERRED: Master's Degree CCTS Certified Corporate Trust Specialist

Work Environment

Typical office environment

Supervision/Management

Supervise a team of associates including hiring, coaching and development

Compensation Range

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.

Benefits

Benefit offerings and eligibility requirements vary.

• 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.

Diversity, Inclusion & Accommodations

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 to understand how we collect and use your personal information when you apply for employment with UMB.

Posted on: 11/02/2026. Application deadline: 45 days from the posting date unless filled earlier.