Trust Officer

Responsibilities

• Build long-term client relationships and enhance existing relationships through quality customer service
• 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
• Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts
• Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts
• Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
• Provides investment management services for clients when appropriate
• Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations

• College degree
• 10 years of technical trust and planning experience
• Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation
• One advanced degree relative to financial & estate planning (preferred)
• Juris doctorate (preferred)
• Supervisory experience (preferred)
• Ability to sell; competitive and results oriented
• Investment knowledge and understanding
• Extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning)
• Proven problem solving, dispute resolution and assistance with litigation management
• Highly autonomous decision-making
• Current knowledge of company policies and procedures, state and federal laws and regulations
• High proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
• Strong interpersonal skills with an ability to develop and cultivate internal and external relationships
• Active in community and professional organizations (preferred)