UMB Financial Corporation

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Trust Specialist I

at UMB Financial Corporation

Posted: 5/20/2019
Job Status: Full Time
Job Reference #: 1390041
Categories: Other/General
Keywords: company

Job Description

What You'll Do
Provide management for a specialized/ technical area regarding Private Wealth Management accounts. Those responsibilities include, but are not limited to:
-Qualify and track real estate and unique asset holdings, facilitate asset set up and removal with Trust Operations, determine whether assets are adequately insured, facilitate insurance claims, taxation matters and payment, and that assets are reviewed in accordance with the Bank's policies and procedures, oversee the inspection of assets as required, assist with valuations of assets and coordinating unique asset management with the account administrators and real estate property managers.
-Serve as the liaison with various vendors, including the Bank's Master Trust insurance broker, insurance processing vendor, oil and gas manager, etc.
-Contribute to the overall risk management process with unique asset administration and participate on the relationship team which builds and enhances long-term customer relationships to achieve the Unparalleled Customer Experience.
-Deliver quality customer service, anticipate clients' needs, and consistently meet and exceed client service level standards, both internal and external.
-Respond to client problems, questions, and issues in a professional and timely manner.
-Interact with team to ensure accurate processing of all account and/or maintenance activities, resolve operational problems, process various reports, etc.
-May be responsible for training others on systems, policies, and procedures relative to Private Wealth accounts.
-Other duties as assigned.

Requisition Number

We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Work Schedule
Monday-Friday: 8:00am-5:00pm

Division Name
Personal Banking

Kansas City

Preferred Requirements
-Real estate license
-Real estate property management experience
-Property and casualty insurance experience

Job Title
Trust Specialist I

1010 Grand Blvd

Full Time


In this Role, You will Need
-Demonstrates proficiency in Microsoft Office, especially Excel
-Demonstrates exceptional verbal and written communication with attention to detail and with all levels
-Demonstrates strong analytical and organization skills
-Demonstrates ability to be highly customer focused with strong client relationship management skills
-Demonstrates ability to manage multiple projects and timelines
-Demonstrates knowledge of real estate/property management/asset valuation
-Demonstrates self-directed skills

Who You Are
-Bachelor`s degree or equivalent experience
-2 years relevant experience
-Valid driver's license with ability to drive