Senior Corporate Trust Relationship Manager

UMB BANK NA; United States; On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

401(k) matching

Annual incentive pay

Health insurance

Tuition reimbursement

Paid time off

Job summary

UMB Bank NA is seeking an experienced professional to provide medium to complex support for a group of trustee clients. You will interact with diverse client relationships, ensure accurate issue setup for compliance reviews, and resolve advanced administrative issues for senior staff.

The role requires strong communication, project management, and banking knowledge. You will mentor junior staff, participate in strategic projects, and help drive process improvements within Corporate Trust.

Qualifications

• Bachelor's degree or equivalent work experience
• 5 years of related financial and/or customer relationship management experience
• Master's degree preferred
• CCTS Certified Corporate Trust Specialist preferred

Responsibilities

• Provide medium to complex support to clients with trustee relationships
• Interact with all levels of customer relationships
• Ensure accurate/timely setup of issues and compliance reviews
• Resolve complex administrative issues for senior client staff
• Support clients outside assigned group when needed
• Operate independently to service clients and resolve issues
• Oversee day-to-day trust account activities including billing, fees, payments
• Serve as subject matter expert and participate in projects
• Mentor staff, especially the Associate Relationship Manager
• Assist in pursuing new business and price it with Business Development
• Review legal documents for operational mechanics
• Coordinate with legal and compliance on document provisions
• Cross-train to learn other Corporate Trust roles
• Other duties as assigned

Skills

Client relationship management

Networking

Client experience

Project management

Change management

Written and verbal communication

Banking products & services

Self-directed

Education

Bachelor's degree or equivalent

Master's Degree

CCTS Certified Corporate Trust Specialist

Job description

UMB Bank NA is seeking an experienced professional to provide medium to complex support for a group of trustee clients. You will interact with diverse client relationships, ensure accurate issue setup for compliance reviews, and resolve advanced administrative issues for senior staff.

The role requires strong communication, project management, and banking knowledge. You will mentor junior staff, participate in strategic projects, and help drive process improvements within Corporate Trust.