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 Requirements 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) #J-18808-Ljbffr