Senior Remote Corporate Trust Relationship Manager

UMB Bank; Jackson (MS); Remoto; USD 82.000 - 120.000; Part-time

Vantaggi offerti da questo lavoro

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Tuition reimbursement

Fitness reimbursement

Employee assistance program

Wellbeing program

Associate banking benefits

Descrizione del lavoro

UMB Bank is seeking a part-time Corporate Trust Associate Relationship Manager to support a portfolio of trustee clients. The role involves complex account setup, compliance reviews, and day-to-day trust administration.

You will interact with client staff, coordinate with legal and compliance teams, and help with fee calculations, payments, and reporting. Remote work options apply, emphasizing client relationship management and operational excellence.

Competenze

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

Mansioni

• Interact with client relationships at all levels.
• Set up issues accurately and respond to compliance exceptions.
• Resolve complex administrative issues and support senior staff.
• Provide day-to-day support for institutional trust accounts including billing and payments.
• Act as SME and guide team in projects and efficiencies.
• Mentor staff, especially the assigned Associate Relationship Manager.
• Review documents with legal/compliance to ensure proper mechanics.

Conoscenze

Client relationships

Networking skills

Customer experience

Project management

Communication skills

Banking products

Self-directed

Formazione

Bachelor's degree or equivalent

Master's Degree

Descrizione del lavoro

UMB Bank is seeking a part-time Corporate Trust Associate Relationship Manager to support a portfolio of trustee clients. The role involves complex account setup, compliance reviews, and day-to-day trust administration.

You will interact with client staff, coordinate with legal and compliance teams, and help with fee calculations, payments, and reporting. Remote work options apply, emphasizing client relationship management and operational excellence.