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Corporate Trust Relationship Manager II

Job in Phoenix, Maricopa County, Arizona, 85003, USA
Listing for: UMB Financial Corporation
Full Time position
Listed on 2026-09-12
Job specializations:
  • Finance & Banking
    Corporate Finance
Salary/Wage Range or Industry Benchmark: 81864 - 120406 USD Yearly USD 81864.00 120406.00 YEAR
Job Description & How to Apply Below

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 reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.

Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax‑exempt debt. We also provide escrow‑related and custodial services to corporations, not‑for‑profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship ManagerII role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience.

This role will provide medium to complex/non‑routine support to an assigned group of clients with trustee relationships. This position will provide day to day support to existing institutional/corporate trust accounts including: billing for administrative fees, facilitating transaction closing, handling cash and investment transactions, providing debt service calculations, accurate/timely setup of issues on all systems, preparing accounts for compliance review, reviewing legal documents and partnering with our corporate legal team to ensure operational mechanics are appropriate and to negotiate document provisions.

Working in the Corporate Trust group can be fun, challenging, detailed, and very team oriented. We perform at a high level for our clients and believe that relationships both internally and externally are key to UMB’s success. It is an environment where associates take pride in their work, support each other, provide the resources needed to succeed, and always work as a team.

Our team has a strong background in the industry, and we are always happy to share our knowledge and help those around us grow!

How you’ll spend your time:

You will build relationships and continuously engage with customers in order to provide support and resolve both routine and complex requests. You will review transaction structures and legal documents to ensure operational mechanics are appropriate. You will collaborate with internal groups across UMB’s Corporate Trust teams to ensure client accounts are compliant and administered properly.

Compensation Range:

$81,864 - $120,406

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job‑related factors. Please see the description of benefits included with this job posting for additional information.

Benefits:
  • Paid Time Off
  • a 401(k) matching program
  • annual incentive pay
  • paid holidays
  • a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
  • health savings
  • flexible spending, and dependent care accounts
  • adoption assistance
  • an employee assistance program
  • fitness reimbursement
  • tuition reimbursement
  • an associate wellbeing program
  • an associate emergency fund
  • and various associate banking benefits

Benefit offerings and eligibility requirements vary.

Accommodations & Legal Information:

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to  to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Inclusion and Diversity:

UMB and its affiliates are committed to…

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