Specialty Corporate Trust — Associate Relationship Manager

UMB Bank

Salt Lake City (UT)

On-site

USD 51,000 - 75,000

Full time

10 days ago
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Job summary

UMB Bank’s Specialty Corporate Trust team seeks an SCT Associate Relationship Manager to support client onboarding and administration of trust transactions. You will collaborate with Relationship Managers, assist with legal document execution, and route client correspondence to ensure smooth, accurate workflows.

We value a team-oriented, fast-paced environment with monthly deadlines and a focus on customer service.

Qualifications

  • High school diploma or bachelor's degree required.
  • Interest in a career in finance.
  • Desire to be part of a fun and passionate team.

Responsibilities

  • Collaborate with Relationship Managers to input data into systems of record.
  • Support the Specialty Corporate Trust Legal team by facilitating execution of legal documents.
  • Route incoming customer correspondence to appropriate staff to ensure proper flow of communication.

Skills

Data entry
Administrative support
Document coordination
Invoicing
Customer communication

Education

High school diploma or GED
Bachelor's degree

Job description

UMB Bank’s Specialty Corporate Trust team seeks an SCT Associate Relationship Manager to support client onboarding and administration of trust transactions. You will collaborate with Relationship Managers, assist with legal document execution, and route client correspondence to ensure smooth, accurate workflows.

We value a team-oriented, fast-paced environment with monthly deadlines and a focus on customer service.

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