Relationship Manager, Corporate Trust & Escrow

UMB Financial Corporation; United States; Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Tuition reimbursement

Employee assistance program

Fitness reimbursement

Job summary

UMB Financial Corporation in the United States is seeking a Corporate Trust Relationship Manager I to serve as the primary client contact, handling onboarding, billing, and day-to-day trust activities for institutional accounts. You will ensure accurate processing and deliver an exceptional client experience.

You will review transaction documents, coordinate with the corporate legal team, and maintain compliance across systems while fostering durable relationships.

Qualifications

• Bachelor’s degree or equivalent work experience.
• At least 2 years of relevant experience.
• Strong client relationship and communication skills.
• Ability to review transaction structures and supporting documents.

Responsibilities

• Build relationships and engage with customers to provide support and resolve routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups to ensure client accounts are compliant and administered properly.

Skills

Relationship building

Customer service

Communication

Attention to detail

Education

Bachelor's degree or equivalent

Job description

UMB Financial Corporation in the United States is seeking a Corporate Trust Relationship Manager I to serve as the primary client contact, handling onboarding, billing, and day-to-day trust activities for institutional accounts. You will ensure accurate processing and deliver an exceptional client experience.

You will review transaction documents, coordinate with the corporate legal team, and maintain compliance across systems while fostering durable relationships.