Remote Corporate Trust Relationship Manager II

UMB Bank; Honolulu (HI); Remoto; USD 82.000 - 120.000; Part-time

Descrizione del lavoro

UMB Bank is seeking a part-time, remote-appointed professional to support a group of clients with trustee relationships. The role involves ensuring accurate account setup, compliance reviews, and complex issue resolution for institutional trust accounts.

Responsibilities include managing billing, transactions, and fee structures, while serving as a subject matter expert and mentoring staff within Corporate Trust. Preference for advanced certifications and degrees.

Competenze

• Demonstrates strong client relationship management skills
• Demonstrates networking skills and ability to establish strategic contacts
• Demonstrates ability to provide positive client experience through various methods
• Demonstrates ability to manage multiple projects and timelines
• Demonstrates ability to drive change through business planning
• Demonstrates exceptional written and verbal communication skills
• Demonstrates general knowledge of banking products and services
• Demonstrates self-direction

Mansioni

• Interacts with all levels of customer relationships
• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding to compliance exceptions
• Resolves complex administrative issues and provide support to senior level client staff
• May provide support to clients outside assigned group
• Operate independently to service the client and resolve complex/unusual issues
• Provides day to day support to existing institutional/corporate trust accounts including billing for administrative fees and related duties
• Participate in cross training to learn other Corporate Trust roles and provide support

Descrizione del lavoro

UMB Bank is seeking a part-time, remote-appointed professional to support a group of clients with trustee relationships. The role involves ensuring accurate account setup, compliance reviews, and complex issue resolution for institutional trust accounts.

Responsibilities include managing billing, transactions, and fee structures, while serving as a subject matter expert and mentoring staff within Corporate Trust. Preference for advanced certifications and degrees.