Senior Corporate Trust Relationship Manager

UMB Bank; Oregon; Hybrid; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance

Job summary

UMB Bank's Corporate Trust and Escrow Services team is seeking a seasoned Relationship Manager III to serve as the main client contact for select large, complex trustee accounts. You will manage day-to-day operations, including billing, transaction closings, cash and investment activity, and debt-service calculations, while ensuring compliance and accurate system setup.

The role emphasizes problem-solving, cross-functional collaboration, and delivering an exceptional client experience for

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 7 years of relevant experience.
• Role supports corporate trust clients with complex administrative needs.

Responsibilities

• Build relationships and continuously engage with customers to provide support and resolve complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups to ensure client accounts are compliant and properly administered.

Skills

Client relationship management

Complex problem solving

Financial services experience

Education

Bachelor's degree or equivalent

Job description

UMB Bank's Corporate Trust and Escrow Services team is seeking a seasoned Relationship Manager III to serve as the main client contact for select large, complex trustee accounts. You will manage day-to-day operations, including billing, transaction closings, cash and investment activity, and debt-service calculations, while ensuring compliance and accurate system setup.

The role emphasizes problem-solving, cross-functional collaboration, and delivering an exceptional client experience for