Remote Senior Corporate Trust Relationship Manager

UMB Bank; Topeka (KS); Remote; USD 82,000 - 120,000; Part time

Benefits offered by this job

401(k) matching program

Health, dental, vision insurance

Paid time off

Job summary

UMB Bank is seeking a part-time remote Corporate Trust Associate to support a portfolio of trustee relationships. The role involves handling complex administrative tasks, compliance reviews, and client servicing with a focus on accuracy and timely execution.

You will interact with various levels of client staff, provide guidance, and help prepare accounts for review while supporting senior team members and cross-training across Corporate Trust responsibilities.

Qualifications

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

Responsibilities

• Interacts with all levels of customer relationships.
• Responsible for accurate/timely setup of issues on all systems, preparing accounts for compliance review and responding appropriately to compliance exceptions.
• Resolves complex administrative issues and provide support to senior level client staff.
• Operate independently to service the client and resolve complex/unusual issues.
• Provides day to day support to existing institutional/corporate trust accounts including but not limited to: billing for administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, dissemination of financial information and administration of the trust as outlined in the governing documents.

Skills

Client relationship management

Networking

Communication skills

Multi-project management

Change management

Banking products knowledge

Self-directed

Education

Bachelor's degree or equivalent work experience

Master's Degree

Job description

UMB Bank is seeking a part-time remote Corporate Trust Associate to support a portfolio of trustee relationships. The role involves handling complex administrative tasks, compliance reviews, and client servicing with a focus on accuracy and timely execution.

You will interact with various levels of client staff, provide guidance, and help prepare accounts for review while supporting senior team members and cross-training across Corporate Trust responsibilities.