Corporate Trust Relationship Manager I

UMB Bank

. Act as the main point of contact for Corporate Trust clients .

Posted 10/27/2026full-timeRemote • New Jersey • United StatesJuniorMid-Level💰 $67,869 - $99,836 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing corporate trust accounts, ensuring compliance, and providing exceptional client support. Proficient in reviewing legal documents and facilitating transaction closings while building strong customer relationships.

Highest-signal resume keywords

Corporate Trust Account ManagementClient Relationship BuildingLegal Document ReviewTransaction Closing FacilitationCompliance Assurance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Debt Service CalculationCash Transaction HandlingInvestment Transaction HandlingAdministrative Fee BillingCompliance Review Preparation

Soft Skills

Customer EngagementProblem ResolutionCollaboration

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Institutional TrustCorporate TrustTrustee Relationships

About the role

Key responsibilities & impact

Act as the main point of contact for Corporate Trust clients
Provide non-routine support to an assigned group of clients with trustee relationships
Support existing institutional/corporate trust accounts day to day
Bill administrative fees
Facilitate transaction closings
Handle cash and investment transactions
Provide debt service calculations
Set up issues accurately and timely on all systems
Prepare accounts for compliance review
Review legal documents
Partner with the corporate legal team to ensure operational mechanics are appropriate
Negotiate document provisions
Build relationships and continuously engage with customers
Resolve routine and complex customer requests
Collaborate across UMB’s Corporate Trust teams to ensure client accounts are compliant and properly administered

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
At least 2 years of relevant experience
Experience supporting institutional/corporate trust accounts
Ability to build and maintain customer relationships
Ability to handle routine and complex client requests
Ability to review transaction structures and legal documents
Ability to collaborate with internal Corporate Trust teams
Ability to ensure client accounts are compliant and administered properly

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits
Accommodation support during the employment process for disabilities