Trust Officer II
or drop it. So we can include a short p with posting date and deadline maybe, but it's minor metadata. Probably drop it? It says "fold minor metadata into a short
or drop it." We can include a short p. Then compensation range: "Compensation Range $98,208 - $144,705 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information." Then benefits description: "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." Then motivational fluff: "Are you ready to be part of something more? ..." That's boilerplate/EEO etc. Should remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The motivational fluff maybe considered boilerplate? It's not EEO but it's fluff. Probably remove as it's not substantive job description. The instructions say remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The fluff might be considered boilerplate but not explicitly listed. Safer to keep? It's not substantive job info; but it's not EEO. However it's fluff; we could drop as not required. The rule: "Preserve ALL substantive information; do NOT invent or summarize away detail." The fluff is not substantive info about job; it's marketing. Might be considered non-substantive. I'd drop it. Thus sections: About the role: maybe a paragraph summarizing the role: "As a Trust Officer at UMB you will build long-term client relationships and enhance existing 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." Responsibilities: list bullet points from "How You Will Spend Your Time" etc. Requirements: Minimum qualifications: College degree, 10 years of technical trust and planning experience, CTFA or CFP designation. Qualifications: Preferred qualifications: One advanced degree relative to financial & estate planning, Juris doctorate, Supervisory experience. Skills: Knowledge & Skills: Minimum and Preferred combined? Could separate but we can list all as bullet points. Benefits: list benefits. Pay: compensation range. We must not create Schedule. We must not repeat job title as heading. We must output only HTML fragment. Let's craft. Use
for each section heading. Inside sections, use
for prose,
- for lists.
We need to preserve all substantive info; avoid duplication.
Let's extract responsibilities bullet points:
- Develop, maintain and manage both internal and external relationships 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.
- Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws, statutes, regulations, and UMB policies and procedures.
- Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives.
- When appropriate, for accounts without an assigned Portfolio Manager, 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.
- Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations.
Also earlier sentence: "As a Trust Officer at UMB you will build long-term client relationships and enhance existing 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." That could be part of About the role.
Now Requirements (minimum):
- College degree
- 10 years of technical trust and planning experience
- Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation
Qualifications (preferred):
- One advanced degree relative to financial & estate planning
- Juris doctorate
- Supervisory experience
Skills (Knowledge & Skills):
Minimum:
- Demonstrates successful ability to sell; competitive and results oriented
- Demonstrates investment knowledge and understanding
- Demonstrates extensive knowledge of Trust and Bank products and services (i.e., investments, insurance, brokerage, private banking, retirement planning)
- Demonstrates proven problem solving, dispute resolution and assistance with litigation management
- Demonstrates ability to perform highly autonomous decision-making and inform management as needed
- Demonstrates ability to maintain current knowledge of company policies and procedures, state and federal laws and regulations
- Demonstrates high proficiency in Microsoft Office (Word, Excel, Outlook, etc.)
- Demonstrates strong interpersonal skills with an ability to develop and cultivate internal and external relationships
Preferred:
- Active in community and professional organizations; considered a leader in the community
- Strong organizational and management skills
- Highly self-confident with an ability to lead capable and successful individuals in a team environment
We could combine all into one list, but maybe separate Minimum and Preferred? The rules didn't require that; we can just list all as bullet points.
Benefits list:
- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
Pay: compensation range $98,208 - $144,705.
We could also note that actual compensation may vary etc. That's substantive? It's a note; we could include as a p after the range.
Now produce HTML.
We must not include markdown fences.
Let's craft:
About the role
As a Trust Officer at UMB you will build long-term client relationships and enhance existing 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.
Responsibilities
- Develop, maintain and manage both internal and external relationships 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.
- Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody