Remote Corporate Trust Relationship Manager I

UMB Bank; Montpelier (VT); Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Health, dental, vision insurance

Job summary

UMB's Corporate Trust and Escrow Services seeks a Corporate Trust Relationship Manager I to serve as the main point of contact for clients, delivering exceptional service. The role supports day-to-day institutional trust activities, including billing, transaction closing, and cash/investment handling, with cross-team collaboration for compliance.

Ideal candidates have a bachelor's degree (or equivalent) and at least 2 years in a related field, with strong communication and teamwork skills.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 2 years of relevant experience.
• Strong communication and collaboration skills.

Responsibilities

• Build relationships and engage with customers to provide support and resolve requests.
• Review transaction structures and legal documents for compliance and accuracy.
• Collaborate with internal teams to ensure accounts are compliant and properly administered.

Skills

Relationship management

Customer service

Education

Bachelor's degree or equivalent work experience

Job description

UMB's Corporate Trust and Escrow Services seeks a Corporate Trust Relationship Manager I to serve as the main point of contact for clients, delivering exceptional service. The role supports day-to-day institutional trust activities, including billing, transaction closing, and cash/investment handling, with cross-team collaboration for compliance.

Ideal candidates have a bachelor's degree (or equivalent) and at least 2 years in a related field, with strong communication and teamwork skills.