Corporate Trust Relationship Manager – Senior

UMB Bank

. Build relationships and continuously engage with customers to provide support and resolve routine and complex requests .

Posted 10/27/2026full-timeRemote • New York • United StatesSeniorLead💰 $98,208 - $144,705 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex client relationships and ensuring compliance for institutional trust accounts. Proficient in transaction management, legal document review, and administrative support for large trustee clients.

Highest-signal resume keywords

Client Relationship ManagementTransaction ManagementLegal Document ReviewCompliance AdministrationAdministrative Support

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Debt Service CalculationsCash TransactionsInvestment TransactionsTransaction ClosingsCompliance Review Preparation

Soft Skills

Problem SolvingCollaborationCommunication

Certifications & Qualifications

Bachelor’s Degree

Industry Keywords

Corporate TrustTrustee ClientsOperational MechanicsAdministrative FeesLegal Negotiation

About the role

Key responsibilities & impact

Build relationships and continuously engage with customers to provide support and resolve 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
Act as the main point of contact for clients
Support an assigned group of large trustee clients with complex needs
Resolve complex administrative issues and support senior-level client staff
Provide day-to-day support to institutional/corporate trust accounts
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
Partner with the corporate legal team and negotiate document provisions

Requirements

What you’ll need

Bachelor’s degree or equivalent work experience
At least 7 years of relevant experience

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