Strategic Corporate Trust Relationship Manager II

umb; Phoenix (AZ); On-site; USD 82,000 - 120,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive

Medical insurance

Dental & Vision

Health Savings Account

Flexible spending

Dependent care

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Job summary

UMB's Corporate Trust and Escrow Services is a nationally recognized provider of bond trustee and agency services to corporate and municipal markets. The Corporate Trust Relationship Manager II role serves as the main client contact, delivering exceptional service and managing day-to-day support for assigned fiduciary relationships.

Responsibilities include reviewing transaction structures, preparing accounts for compliance, and partnering with our corporate legal team to ensure proper

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 both routine and complex requests.
• Review transaction structures and legal documents to ensure operational mechanics are appropriate.
• Collaborate with internal groups across UMB's Corporate Trust teams to ensure client accounts are compliant and administered properly.

Skills

Relationship management

Client communication

Education

Bachelor's degree or equivalent

Job description

UMB's Corporate Trust and Escrow Services is a nationally recognized provider of bond trustee and agency services to corporate and municipal markets. The Corporate Trust Relationship Manager II role serves as the main client contact, delivering exceptional service and managing day-to-day support for assigned fiduciary relationships.

Responsibilities include reviewing transaction structures, preparing accounts for compliance, and partnering with our corporate legal team to ensure proper