Remote Corporate Trust Relationship Manager II

UMB Bank; Frankfort (KY); Remote; USD 82,000 - 120,000; Part time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Dental insurance

Vision insurance

Tuition reimbursement

Employee assistance program

Job summary

UMB Bank is seeking a part-time specialist to support trustee relationships and complex trust administration from a remote U.S. location.

You will manage day-to-day trust activities, review documents, and coordinate with senior staff and legal/compliance teams. Responsibilities include client relationship management, project pricing, and participation in cross-functional initiatives while mentoring junior staff.

Qualifications

• Demonstrates strong client relationship management skills.
• Demonstrates successful networking and ability to establish a network of strategic contacts.
• Demonstrates ability to provide positive client experience through engagement, technology, workflows and processing.
• Demonstrates ability to manage multiple projects and timelines.
• Demonstrates ability to drive change through business planning.
• Demonstrates strong written and verbal communication skills with attention to detail.
• Demonstrates general knowledge of banking products and services.
• Demonstrates self-direction.

Responsibilities

• Provide medium to complex/non-routine support to a group of clients with trustee relationships.
• Ensure accurate/timely setup of issues on all systems and prep for compliance review.
• Resolve complex administrative issues and support senior client staff.
• Support clients outside the assigned group when needed.
• Operate independently to service clients and resolve issues.
• Manage day-to-day trust account activities including billing, transactions, and payments.
• Serve as SME and represent the team in projects and efficiencies.
• Mentor and develop staff, especially the Associate Relationship Manager.
• Submit new business for approval and price based on account structure.
• Review legal documents for operational mechanics and coordinate with legal/compliance.

Skills

Client relationship management

Networking

Communication skills

Banking products knowledge

Self-directed

Project management

Education

Bachelor's degree or equivalent experience

Master's Degree

CCTS Certified Corporate Trust Specialist

Job description

UMB Bank is seeking a part-time specialist to support trustee relationships and complex trust administration from a remote U.S. location.

You will manage day-to-day trust activities, review documents, and coordinate with senior staff and legal/compliance teams. Responsibilities include client relationship management, project pricing, and participation in cross-functional initiatives while mentoring junior staff.