Remote Corporate Trust Relationship Manager II

UMB Bank; Olympia (WA); Teletrabalho; USD 82 000 - 120 000; Tempo parcial

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Paid time off

Medical, dental and vision insurance

Resumo da oferta

UMB Bank is seeking a part-time, remote Corporate Trust professional to support a group of trustee clients. The role emphasizes strong client relationship management, compliance, and complex issue resolution.

You will work with multiple stakeholders, review legal documents, and participate in cross-training within Corporate Trust. A Bachelor's degree and 5 years of related experience are required; Master’s and CCTS certification are preferred.

Qualificações

• Bachelor's degree or equivalent work experience.
• 5 years of related financial and/or customer relationship management experience.

Responsabilidades

• Provides medium to complex/non-routine support to an assigned group of clients with trustee relationships.
• Interacts with all levels of customer relationships and ensures accurate/timely setup of issues on systems.
• Resolves complex administrative issues and provides support to senior level client staff.
• Operates independently to service the client and resolve complex/unusual issues.
• Manages day-to-day support for institutional/corporate trust accounts including billing, transactions, and compliance items.

Conhecimentos

Client relationship management

Networking

Customer experience

Project timelines

Change management

Written and verbal communication

Banking products knowledge

Self-directed

Formação académica

Bachelor's degree

5 years related experience

Master's Degree

CCTS Certified Corporate Trust Specialist

Descrição da oferta de emprego

UMB Bank is seeking a part-time, remote Corporate Trust professional to support a group of trustee clients. The role emphasizes strong client relationship management, compliance, and complex issue resolution.

You will work with multiple stakeholders, review legal documents, and participate in cross-training within Corporate Trust. A Bachelor's degree and 5 years of related experience are required; Master’s and CCTS certification are preferred.