Remote Corporate Trust Relationship Manager I

UMB Bank; Santa Fe (NM); Remote; USD 68,000 - 100,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

annual incentive pay

health insurance

Dental insurance

Vision insurance

Job summary

UMB Bank's Corporate Trust and Escrow Services is seeking a Corporate Trust Relationship Manager I to be the main point of contact for our clients and ensure unparalleled service. This role handles day-to-day support for institutional accounts, including billing, closing transactions, cash and investment activity, and review of legal documents.

You will build relationships with customers, review transaction structures, and collaborate across UMB’s teams to ensure compliance and proper

Qualifications

• Bachelor's degree or equivalent work experience required.
• At least 2 years of relevant experience required.
• Ready to be part of something more?

Responsibilities

• Build relationships and continuously engage with customers to provide support and resolve both routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

Skills

Relationship building

Customer service

Communication

Client management

Education

Bachelor's degree or equivalent work experience

Job description

UMB Bank's Corporate Trust and Escrow Services is seeking a Corporate Trust Relationship Manager I to be the main point of contact for our clients and ensure unparalleled service. This role handles day-to-day support for institutional accounts, including billing, closing transactions, cash and investment activity, and review of legal documents.

You will build relationships with customers, review transaction structures, and collaborate across UMB’s teams to ensure compliance and proper