Trust Advisor I - PT

UMB Bank • Sacramento, CA • 1w ago

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.

Are you ready to be part of something more?

You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy\Notice\for\California\Candidates\Original\file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB\Tuce\Book\Original\file.pdf)

Check out the road to a career at UMB

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