UMB Bank
Corporate Trust Associate Relationship Manager I or II
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Corporate Trust Associate Relationship Manager
UMB’s Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services go beyond traditional offerings to include:
- ABS (Asset-Backed Securities)
- Aviation
- Reinsurance
- Funeral trusts
- Escrow, transactional, and custodial solutions for corporations, not-for-profits, partnerships, and individuals
Our bond trustee and agency services cater to municipal and corporate/ABS issuers of taxable or tax-exempt debt, while our agency offerings address real-world needs across diverse clients.
About the Role
The Corporate Trust Associate Relationship Manager plays a critical supportive role by:
- Partnering with Relationship Managers
- Engaging directly with clients to deliver excellence in service
- Providing administrative, analytical, and operational assistance
- Assisting with performance data compilation
- Maintaining client records
- Coordinating with operations staff
- Facilitating clear communication between custodian banks and our clients
- Troubleshooting administrative and operational challenges
This role can grow in scope—expanding client interactions, managing more complex tasks, and offering flexibility to cross-train across corporate trust Specialty functions.
Why This Role Matters
Working at UMB’s Corporate Trust Services embodies the company’s vision:
- Teamwork: Culture values collective success, sharing expertise, and fostering growth.
- Pride: Associates take ownership of their work, champion program stability, and support colleagues.
- Impact: You strengthen industry relationships and empower client success at every level.
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Key Responsibilities
Administrative Support
- Work alongside Relationship Managers to support existing corporate trust clients
- Proactively troubleshoot client inquiries and advocate for solutions
Operations and Compliance
- Maintain precise records using Microsoft products and UMB systems
- Ensure meticulous execution of client requests
- Compile and interpret performance data
- Coordinate internal workflows and cross-departmental collaboration
- Interface with custodian banks and external stakeholders
Communication and Problem-Solving
- Scale responses accordingly, from occasional questions to complex scenario resolution
- Leverage communication skills to engage client teams and internal partners
Growth Opportunity
Designated for a hands-on entry-level expertise with room to expand in both:
- Client interaction (expanded support/services to diverse constituencies)
- Complex problem-solving (tackling multi-functional redeployment issues virtually or on-site)
Role Requirements
- Requires a bachelor’s degree or its documented equivalent through work experience
- Five (5+) years of experience in relevant financial or administrative roles
Compensation and Geography
Salaries vary by region:
US Employees in California, Washington DC, New Jersey & New York Base: $54,220 – $79,020
US Employees in Colorado, Connecticut, Delaware, Illinois & Multiple Asks Base: $49,510 – $72,340
US Employees in All Other States Base: $44,790 – $65,650
Commitment Note: These ranges reflect UMB’s starting estimates but may vary based on factors including location, seniority, and operational demand. This range does not cover future potential.
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UMB Benefits
UMB’s benefits package is designed to support associates at every career stage:
- Paid leave
- 401(k) match
- Annual incentives
- Paid holidays
- Profit-sharing and retirement plans (includes savings incentives: health, dental, vision, life, etc.)
- Flexible, hybrid representation benefits: HSAs, FSAs, dependent care accounts
- Adoption assistance
- Employee Assistance Program
- Fitness stipend
- Tuition reimbursement
- Wellbeing Program
- Associate Emergency Fund
- Professional banking benefits
Eligibility and availability depend on role, compensation, and specific benefits.
Benefits Expectations
At UMB, we challenge the usual:
- People over performance metrics (more heart)
- We value and appreciate each person’s unique contributions
- Integrity drives choices and innovation
- **opportunities follow growth_;
- UMB is a community builder—advance careers meaningfully
At UMB, you’ll be heard, supported, and challenged:
- Multiple roles and expanded responsibility are common across UMBers’ tenure
- Each voice has weight in driving collaboration and company-focused solutions.
Equitable Opportunity
UMB is dedicated to inclusion and diversity, providing whether equal access without discrimination across employment decisions. Protected categories include (minimum) race, color, religion, sex, pregnancy status, gender identity, national origin, age, disability, veteran privileges, genetic information, and more.
For California candidates: View the private job posting policy for related practice of protected data handling.
To apply, please email talentacquisition@umb.com and note any necessary accommodations.
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