Remote Corporate Trust Team Lead

UMB Bank; Salem (OR); Remote; USD 98,000 - 145,000; Full time

Job summary

UMB Bank is seeking a Remote, full-time Corporate Trust Associate Relationship Manager to lead a team and manage large institutional client relationships. You will guide junior staff, service top-tier accounts, and support fee setting, bond closings, and cash/investment workflows.

The role requires strong client relations, strategic thinking, and extensive knowledge of banking products. Collaboration with legal/compliance and cross-training in related Corporate Trust roles will be necessary.

Qualifications

• Bachelor's degree or equivalent work experience
• Five (5) years relevant experience
• Master's Degree preferred (PREFERRED)
• CCTS Certified Corporate Trust Specialist preferred

Responsibilities

• Lead and guide a team of Corporate Trust Associate Relationship Managers.
• Provide guidance to junior staff and resolve complex client issues.
• Independently service large/complex institutional accounts, including billing and bond closings.
• Prepare accounts for compliance review and respond to compliance exceptions.
• Negotiate document provisions with corporate legal and outside counsel.
• Cross-train to learn other Corporate Trust roles and provide support as needed.
• Disseminate financial information to EMMA system as required.
• Review legal documents to ensure operational mechanics are correct.
• Price new business based on account structure.
• Identify and submit new business for approval by senior leadership.

Skills

Client relationships

Networking

Customer experience

Strategic thinking

Project management

Change management

Communication skills

Banking products

Self-directed

Team leadership

Education

Master's Degree

CCTS Certification

Bachelor's degree or equivalent

Job description

UMB Bank is seeking a Remote, full-time Corporate Trust Associate Relationship Manager to lead a team and manage large institutional client relationships. You will guide junior staff, service top-tier accounts, and support fee setting, bond closings, and cash/investment workflows.

The role requires strong client relations, strategic thinking, and extensive knowledge of banking products. Collaboration with legal/compliance and cross-training in related Corporate Trust roles will be necessary.