Remote Corporate Trust Relationship Manager I

UMB Bank; Helena (MT); Remote; USD 68.000 - 100.000; Vollzeit

Benefits dieser Stelle

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Tuition reimbursement

Wellbeing program

Zusammenfassung

UMB Bank remote role seeks a Corporate Trust Relationship Manager I to serve as the primary client contact and deliver exceptional service for institutional accounts. You will handle routine and complex requests, review legal documents, and coordinate with internal teams to ensure compliance and accurate cash and debt service transactions.

The role requires a bachelor’s degree or equivalent experience and at least 2 years of relevant experience.

Qualifikationen

• Bachelor’s degree or equivalent work experience.
• At least 2 years of relevant experience in corporate trust or related field.
• Ability to review legal documents and coordinate with internal teams.

Aufgaben

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

Kenntnisse

Relationship building

Client communication

Financial services knowledge

Ausbildung

Bachelor’s degree or equivalent work experience

Jobbeschreibung

UMB Bank remote role seeks a Corporate Trust Relationship Manager I to serve as the primary client contact and deliver exceptional service for institutional accounts. You will handle routine and complex requests, review legal documents, and coordinate with internal teams to ensure compliance and accurate cash and debt service transactions.

The role requires a bachelor’s degree or equivalent experience and at least 2 years of relevant experience.