Strategic Corporate Trust Relationship Manager

UMB Financial Corporation; Phoenix (AZ); Hybrid; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, vision insurance

Health savings

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Associate emergency fund

Banking benefits

Job summary

UMB Financial Corporation in Phoenix, AZ is seeking a Corporate Trust Relationship Manager II to serve as the main point of contact for clients and ensure an unparalleled customer experience. You will support existing institutional accounts, handle billing, and assist with closing transactions, debt service, and compliance reviews.

Qualified candidates have a bachelor’s degree or equivalent work experience and at least 5 years of relevant experience.

Qualifications

• Bachelor's degree or equivalent work experience.
• At least 5 years of relevant experience.

Responsibilities

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

Skills

Relationship building

Client support

Attention to detail

Effective communication

Education

Bachelor's degree

Job description

UMB Financial Corporation in Phoenix, AZ is seeking a Corporate Trust Relationship Manager II to serve as the main point of contact for clients and ensure an unparalleled customer experience. You will support existing institutional accounts, handle billing, and assist with closing transactions, debt service, and compliance reviews.

Qualified candidates have a bachelor’s degree or equivalent work experience and at least 5 years of relevant experience.