Strategic Corporate Trust Relationship Manager

UMB Financial Corporation; Virginia; Hybrid; USD 82,000 - 120,000; Full time

Benefits offered by this job

401(k) matching program

Medical, dental, and vision coverage

Tuition reimbursement

Paid time off

Job summary

UMB Financial Corporation in Virginia seeks a senior Corporate Trust professional to lead complex client relationships within institutional trusts. You will oversee non-routine support, ensure accurate system setups, and respond to compliance matters while coordinating with senior staff and legal teams.

The role emphasizes mentorship and cross-training within Corporate Trust Price operations. The position entails reviewing documents, facilitating transactions, and driving process improvements

Qualifications

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

Responsibilities

• Provide medium to complex/non-routine support to an assigned group of clients with trustee relationships
• Interact with all levels of customer relationships
• Ensure accurate/timely setup of issues on all systems and prepare accounts for compliance review
• Resolve complex administrative issues and support senior level client staff
• Support clients outside assigned group and operate independently to service the client
• Manage day-to-day institutional/corporate trust accounts including billing, transactions, cash monitoring and debt service calculations
• Act as subject matter expert and represent the team in projects and process improvements
• Provide guidance and mentorship to staff, especially Associate Relationship Manager
• Review legal documents for operational mechanics and coordinate with legal and compliance as needed
• Participate in cross-training to learn other Corporate Trust roles

Job description

UMB Financial Corporation in Virginia seeks a senior Corporate Trust professional to lead complex client relationships within institutional trusts. You will oversee non-routine support, ensure accurate system setups, and respond to compliance matters while coordinating with senior staff and legal teams.

The role emphasizes mentorship and cross-training within Corporate Trust Price operations. The position entails reviewing documents, facilitating transactions, and driving process improvements