UMB Financial

2 weeks ago

Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Build and maintain long-term client relationships by delivering high-quality fiduciary and trust services across probate estates, conservatorships, personal trusts, custody, agency, and IRA accounts. Ensure compliance with fiduciary duties and applicable laws and policies, provide solution-oriented wealth strategy support, and deliver investment updates and portfolio advice when needed. Stay current on bank policies, state and federal regulations, and effectively meet service standards.

Location: Minneapolis, Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Develop and manage internal and external relationships to increase revenue from an assigned book of accounts through referrals and sales of bank products and services.
•Provide proper fiduciary administration for probate estates, conservatorships, personal trusts, custody, agency, IRA, and other assigned accounts, including complex situations.
•Ensure compliance with fiduciary duties, applicable laws and regulations, and UMB policies and procedures when administering estate, trust, IRA, and custody accounts.
•Coordinate wealth strategy planning goals and objectives, and when needed provide investment management services including risk assessment, investment updates, and portfolio advice.
•Maintain current knowledge of UMB policies and procedures, and state and federal laws and regulations.

Pay and Benefits

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVision

Key Requirements

•10 years of technical trust and planning experience and a college degree.
•Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation.
•Strong investment knowledge and understanding, including risk assessment for clients and trusts.
•Demonstrated ability to sell with a competitive, results-oriented approach.
•Proficiency in Microsoft Office (Word, Excel, Outlook, etc.) and strong interpersonal relationship-building skills.

Experience:10+ years

Education:Bachelor's

Skills:Relationship buildingProblem solvingDispute resolutionAutonomous decision-makingCommunication

Certifications:CTFACFP

Tech Stack:Microsoft OfficeWordExcelOutlook

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

Website LinkedIn

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UMB Financial

2 weeks ago

Trust Officer

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 7 hours agoStatus: Live

Job Summary

Location: Minneapolis, Milwaukee

Workplace: Hybrid

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Develop and manage internal and external relationships to increase revenue from an assigned book of accounts through referrals and sales of bank products and services.
•Provide proper fiduciary administration for probate estates, conservatorships, personal trusts, custody, agency, IRA, and other assigned accounts, including complex situations.
•Ensure compliance with fiduciary duties, applicable laws and regulations, and UMB policies and procedures when administering estate, trust, IRA, and custody accounts.
•Coordinate wealth strategy planning goals and objectives, and when needed provide investment management services including risk assessment, investment updates, and portfolio advice.
•Maintain current knowledge of UMB policies and procedures, and state and federal laws and regulations.

Pay and Benefits

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVision

Key Requirements

•10 years of technical trust and planning experience and a college degree.
•Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation.
•Strong investment knowledge and understanding, including risk assessment for clients and trusts.
•Demonstrated ability to sell with a competitive, results-oriented approach.
•Proficiency in Microsoft Office (Word, Excel, Outlook, etc.) and strong interpersonal relationship-building skills.

Experience:10+ years

Education:Bachelor's

Skills:Relationship buildingProblem solvingDispute resolutionAutonomous decision-makingCommunication

Certifications:CTFACFP

Tech Stack:Microsoft OfficeWordExcelOutlook

Company Brief

UMB Financial

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

Website LinkedIn