Remote Corporate Trust Relationship Manager II

UMB Bank; Helena (MT); Remote; USD 82,000 - 120,000; Part time

Benefits offered by this job

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Paid time off

Tuition reimbursement

Employee wellbeing program

Job summary

UMB Bank is seeking a part-time role based remotely to support trustee relationships and handle complex client needs. The position requires strong client management, banking knowledge, and the ability to work independently across multiple processes.

The role involves reviewing documents, coordinating with compliance, and mentoring junior staff within the Corporate Trust team. A Bachelor's degree plus relevant experience is required; a Master’s and CCTS certification are preferred.

Qualifications

• Bachelor’s degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.
• Master’s degree preferred.
• CCTS Certified Corporate Trust Specialist preferred.

Responsibilities

• Provide medium to complex support to assigned clients with trustee relationships.
• Interact with all levels of customer relationships.
• Setup of issues on systems and respond to compliance exceptions.
• Resolve complex administrative issues for senior client staff.
• Provide day-to-day support for institutional trust accounts including billing, payments, and compliance.
• Serve as subject matter expert and participate in projects.
• Mentor and develop staff, especially associates.
• Review legal documents and negotiate provisions with counsel.
• Cross-train to learn other Corporate Trust roles.
• Other duties as assigned

Skills

Client relationships

Networking skills

Communication skills

Project management

Change management

Banking knowledge

Self-directed

Education

Bachelor’s degree

Master’s degree

CCTS Certified Corporate Trust Specialist

Job description

UMB Bank is seeking a part-time role based remotely to support trustee relationships and handle complex client needs. The position requires strong client management, banking knowledge, and the ability to work independently across multiple processes.

The role involves reviewing documents, coordinating with compliance, and mentoring junior staff within the Corporate Trust team. A Bachelor's degree plus relevant experience is required; a Master’s and CCTS certification are preferred.