Corporate Trust Relationship Manager – II

UMB Bank

. Provide medium to complex/non-routine support and ownership to an assigned group of clients with trustee relationships .

Posted 11/2/2026part-timeRemote • Virginia • United StatesMid-LevelSenior💰 $81,864 - $120,406 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management and compliance oversight, with a strong ability to resolve complex administrative issues and provide mentorship to junior staff. Proficient in managing institutional trust accounts and ensuring adherence to governing documents and compliance standards.

Highest-signal resume keywords

Client Relationship ManagementCompliance ReviewFinancial Transactions ManagementMentorship and Staff DevelopmentProject Management

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisDebt Service CalculationsBilling AdministrationTransaction ClosingCash ManagementInvestment TransactionsLegal Document ReviewOperational MechanicsBusiness PlanningCompliance Monitoring

Soft Skills

Exceptional Communication SkillsNetworking SkillsSelf-DirectionAttention to DetailPositive Client Experience

Certifications & Qualifications

Bachelor's Degree

Industry Keywords

Corporate TrustTrustee RelationshipsBanking ProductsClient EngagementStrategic Contacts

About the role

Key responsibilities & impact

Provide medium to complex/non-routine support and ownership to an assigned group of clients with trustee relationships
Interact with all levels of customer relationships
Set up issues accurately and timely on all systems, prepare accounts for compliance review, and respond to compliance exceptions
Resolve complex administrative issues and support senior-level client staff
Service clients independently and resolve complex or unusual issues
Provide day-to-day support to existing institutional/corporate trust accounts, including billing administrative fees, recommending fee increases, facilitating transaction closing, handling cash and investment transactions, monitoring cash activities and compliance items, providing debt service calculations, executing payment generation and follow-up, approving payments, disseminating financial information, and administering trusts according to governing documents
Serve as a subject matter expert and represent the team in ongoing projects and efficiency initiatives
Provide guidance, mentorship, and development to staff, particularly the assigned Associate Relationship Manager
Recommend and submit new business for approval by the Corporate Trust new business committee
Price business based on account structure compared with existing business, working with the Business Development Officer as needed
Review legal documents to ensure appropriate operational mechanics
Work with corporate legal, compliance, and outside legal counsel to negotiate document provisions
Participate in cross-training and provide support for other Corporate Trust roles
Perform other duties as assigned

Requirements

What you’ll need

Bachelor's degree or equivalent work experience
5 years of related financial and/or customer relationship management experience
Strong client relationship management skills
Successful networking skills and ability to establish a network of strategic contacts
Ability to provide positive client experience through associate engagement, technology, workflows and processing
Ability to manage multiple projects and timelines
Ability to drive change through business planning
Exceptional written and verbal communication skills with attention to detail
General knowledge of banking products and services
Ability to be self-directed

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including 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