Trust Officer Sr

UMB Financial
Minneapolis, Milwaukee
Workplace: HybridFull timeUSD 83,200 - 131,000 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Problem solving","Dispute resolution","Autonomous decision-making","Interpersonal skills"]

Build and maintain long-term client relationships while providing fiduciary administration for trust, estate, conservatorship, custody, agency, and IRA accounts. Ensure compliance with fiduciary duties and applicable laws and UMB policies, coordinate wealth strategy planning, and deliver investment management services when needed. Grow revenue through referrals and account upgrades, maintain investment knowledge, and handle complex client situations with solution-oriented planning and effective communication.

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UMB Financial
UMB Financial
2 months ago

Trust Officer Sr

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Status: Live

Job Summary

Build and maintain long-term client relationships while providing fiduciary administration for trust, estate, conservatorship, custody, agency, and IRA accounts. Ensure compliance with fiduciary duties and applicable laws and UMB policies, coordinate wealth strategy planning, and deliver investment management services when needed. Grow revenue through referrals and account upgrades, maintain investment knowledge, and handle complex client situations with solution-oriented planning and effective communication.
Location: Minneapolis, Milwaukee
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Build long-term client relationships and enhance existing relationships through quality customer service, clear communications, and effective client meetings.
  • •Provide proper fiduciary administration for probate estates, conservatorships, personal trusts, custody, agency, and IRA accounts, including handling complex situations.
  • •Ensure compliance with fiduciary duties and applicable laws, statutes, regulations, and UMB policies for estate, trust, IRA, and custody administration.
  • •Coordinate wealth strategy planning goals and provide solution-oriented planning for clients.
  • •When appropriate, provide investment management services (risk assessment, portfolio updates, and portfolio advice).

Pay and Benefits

Salary: USD 83,200 - 131,000 annually
Perks:Paid Leave401kAnnual IncentiveHealth InsuranceDental

Key Requirements

  • •College degree
  • •10 years of technical trust and planning experience
  • •CTFA or CFP designation
  • •Demonstrate extensive knowledge of trust and bank products and services (investments, insurance, brokerage, private banking, retirement planning)
  • •Highly proficient in Microsoft Office (Word, Excel, Outlook) and strong interpersonal skills
Education:Bachelor's
Skills:CommunicationProblem solvingDispute resolutionAutonomous decision-makingInterpersonal skills
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
WebsiteLinkedIn