Trust Officer Sr

Build long-term client relationships and enhances existing relationships through quality customer service including anticipating client needs clear communications effective client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts including probate estates conservatorships personal trusts (inter vivos and testamentary) custody agency IRA and other assigned accounts handling the most complex situations.

• Develop maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business upgrades in account status direct sales and referrals for other bank products and services.
• Ensures compliance with the Banks fiduciary duties in the administration of estate trust IRA and custody accounts according to the directives in the will trust document or investment management IRA or custody agreement as well as applicable laws statutes regulations and UMB policies and procedures.
• Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives.
• When appropriate for accounts without an assigned Portfolio Manager provides investment management services for clients including assessment of the appropriate risk level for the client or trust high level investment updates and portfolio advice.
• Maintains current knowledge of UMB policies and procedures state and federal laws and regulations.

Other duties as assigned.

Requirements

MINIMUM:

• College degree
• 10 years of technical trust and planning experience
• Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation

PREFERRED:

• One advanced degree relative to financial & estate planning
• Juris doctorate
• Supervisory experience

Knowledge & Skills

MINIMUM:

• Demonstrates successful ability to sell; competitive and results oriented
• Demonstrates Investment knowledge and understanding
• Demonstrates extensive knowledge of Trust and Bank products and services (i.e. investments insurance brokerage private banking retirement planning)
• Demonstrates proven problem solving dispute resolution and assistance with litigation management
• Demonstrates ability to perform highly autonomous decision-making and inform management as needed
• Demonstrates ability to maintain current knowledge of company policies and procedures state and federal laws and regulations
• Demonstrates high proficiency in Microsoft Office (Word Excel Outlook etc.)
• Demonstrates strong interpersonal skills with an ability to develop and cultivate internal and external relationships

PREFERRED:

• Active in community and professional organizations; considered a leader in the community.
• Strong organizational and management skills
• Highly self-confident with an ability to lead capable and successful individuals in a team environment.

Work Environment

Typical office environment. Travel may be required in assigned territory.

Compensation Range:

The posted compensation range on this listing represents UMBs standard for this role but the actual compensation may vary by geographic location experience level and other job-related addition this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

UMB offers competitive and varied benefits to eligible associates such as 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.

Are you ready to be part of something more
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt comprised of workers but of people who care about their work one another and their community. Expect more than the status quo. At UMB you can expect more heart. Youll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing no matter what. And expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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