Senior Corporate Trust Relationship Manager

UMB BANK NA; United States; On-site; USD 98,000 - 145,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Health insurance

Tuition reimbursement

Wellbeing program

Job summary

UMB's Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver an unparalleled customer experience.

This position provides highly complex support to a select group of the largest trustee clients, handling billing, transaction closing, and debt service calculations while coordinating with legal and corporate teams to ensure accurate and compliant operations.

Qualifications

• Bachelor's degree or equivalent work experience required.
• At least 7 years of relevant experience in corporate trust or related field.

Responsibilities

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

Skills

Relationship management

Client service

Financial documents

Cross-team collaboration

Billing processes

Legal document review

Trust/escrow knowledge

Education

Bachelor's degree or equivalent work experience

Tools

CRM systems

Job description

UMB's Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver an unparalleled customer experience.

This position provides highly complex support to a select group of the largest trustee clients, handling billing, transaction closing, and debt service calculations while coordinating with legal and corporate teams to ensure accurate and compliant operations.