SCT Associate Relationship Manager

UMB Financial
Salt Lake City
Workplace: OnsiteFull timeUSD 51,291 - 62,689 annuallyFunction: Customer Success & Account ManagementExperience: 2-4 yearsSkills: ["Customer service","Communication","Attention to detail","Reconciliation","Document control"]

Support UMB’s Specialty Corporate Trust Aviation team by partnering with Relationship Managers on client onboarding and ongoing account administration. You’ll process ACH, Wire, and Swift/ISO money movement, manage client invoicing and document control, build and maintain Excel loan schedule workbooks, and perform daily account reconciliation to keep trust portfolios balanced to trust documents.

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UMB Financial
UMB Financial
1 month ago

SCT Associate Relationship Manager

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Job Summary

Support UMB’s Specialty Corporate Trust Aviation team by partnering with Relationship Managers on client onboarding and ongoing account administration. You’ll process ACH, Wire, and Swift/ISO money movement, manage client invoicing and document control, build and maintain Excel loan schedule workbooks, and perform daily account reconciliation to keep trust portfolios balanced to trust documents.
Location: Salt Lake City
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Success & Account Management
Seniority: Entry level

Key Responsibilities

  • •Partner with Relationship Managers to support client onboarding, account set-up, and account updates.
  • •Process large-volume money movement using ACH, Wire, and Swift/ISO.
  • •Support client invoicing, document control, and administrative support for trust transactions.
  • •Build and maintain accurate Excel workbooks to manage financial loan schedules.
  • •Perform daily account reconciliation to ensure trust portfolios are balanced per trust documents.

Pay and Benefits

Salary: USD 51,291 - 62,689 annually
Perks:Health InsuranceDentalVision401kPaid HolidaysPaid Leave

Key Requirements

  • •Bachelor’s degree or equivalent work experience.
  • •2-4 years of relevant experience.
  • •Ability to process large-volume money movement in ACH, Wire, and Swift/ISO formats.
  • •Strong customer service skills for high-profile clients worldwide.
  • •Experience building and maintaining accurate Excel workbooks for financial schedules.
Experience:2-4 yearsAviationRailReal estateTrust servicesStructure financeClient onboarding
Skills:Customer serviceCommunicationAttention to detailReconciliationDocument control
Tech Stack:ExcelACHWireSwiftISOSwift/ISO

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn