Senior Corporate Trust Relationship Manager

UMB Bank; Nashville (TN); Remote; USD 82,000 - 120,000; Part time

Job summary

UMB Bank is seeking a trusted, client-focused professional to manage medium to complex client relationships within Corporate Trust. The role involves accurate system setup, compliance preparation, and resolving non-routine issues while working with senior staff and cross-functional teams.

You will support day-to-day institutional trust activities, including billing, fees, transactions, and debt service calculations, and participate in process improvements across the group.

Qualifications

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

Responsibilities

• Interact with all levels of customer relationships.
• Setup issues on systems and prepare accounts for compliance review.
• Resolve complex administrative issues and support senior staff.
• Provide day-to-day support for institutional/corporate trust accounts including billing, fees, and transactions.
• Serve as SME and represent the team in projects and process improvements.
• Mentor and develop staff, especially the assigned Associate Relationship Manager.
• Review documents and negotiate provisions with legal/compliance.
• Price business for new opportunities with Business Development as needed.
• Cross-train to learn other Corporate Trust roles.

Skills

Client relationship management

Networking

Project management

Communication skills

Banking product knowledge

Self-direction

Education

Bachelor's degree or equivalent

Master's degree (preferred)

Job description

UMB Bank is seeking a trusted, client-focused professional to manage medium to complex client relationships within Corporate Trust. The role involves accurate system setup, compliance preparation, and resolving non-routine issues while working with senior staff and cross-functional teams.

You will support day-to-day institutional trust activities, including billing, fees, transactions, and debt service calculations, and participate in process improvements across the group.