Trust Advisor I - PT

Trust Advisor I

Builds long-term client 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.

Works with team members 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.

Provides solution-oriented planning for clients.

Coordination of wealth and estate planning strategies.

When appropriate, for accounts without an assigned Portfolio Manager or Wealth Advisor, 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.

Maintain current knowledge of UMB policies and procedures, state and federal laws and regulations.

Other duties as assigned.

Requirements

Minimum :

2+ years demonstrated applicable experience or Juris Doctorate

Basic investment knowledge

Certified Trust and Fiduciary Advisor (CTFA) designation obtained within 12 months of hire date or Juris Doctorate

OR Any combination of education and experience that provides an equivalent background

Preferred : College Degree

One advanced degree relative to financial & estate planning

Juris doctorate

CTFA or CFP

Knowledge & Skills

Minimum :

General knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning).

Problem solving, dispute resolution and assistance with litigation management

Current knowledge of company policies and procedures, state and federal laws and regulations.

Microsoft Office (Word, Excel, Outlook, etc.)

Interpersonal skills with an ability to develop and cultivate internal and external relationships

Compensation Range :

$57,760.00 - $124,170.00

The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In 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.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

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