Corporate Trust Team Manager

UMB Bank; Salt Lake City (UT); Remote; USD 98.000 - 145.000; Vollzeit

Benefits dieser Stelle

Paid Time Off

401(k) matching program

annual incentive pay

health, dental, vision insurance

Health savings account

tuition reimbursement

wellbeing program

employee assistance program

Zusammenfassung

UMB is seeking a Corporate Trust Associate Relationship Manager to lead a team and manage top institutional clients in a remote setup. The role requires guiding junior staff, handling complex client issues, and coordinating banking services, billing, and risk controls.

Excellent relationship skills, strategic thinking, and knowledge of banking products are essential. This position offers growth, a comprehensive benefits package, and a focus on client satisfaction.

Qualifikationen

• 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

Aufgaben

• Lead and provide guidance to an assigned team of Corporate Trust Associate Relationship Managers
• Handle all levels of responsibilities that CRM I–III perform for significant client relationships
• Resolve administrative issues and support client staff at all levels
• Provide day‑to‑day support to institutional/corporate trust accounts incl. billing and fee considerations
• Negotiate document provisions with corporate legal and compliance
• Cross‑train to learn other Corporate Trust roles and provide support as needed

Kenntnisse

Client relationship management

Networking

Customer experience

Strategic thinking

Project management

Change leadership

Written and verbal communication

Banking products knowledge

Ausbildung

Bachelor’s degree or equivalent

Master’s Degree

Jobbeschreibung

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

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

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.

• 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.

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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

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