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UmbTrust Officer Sr
Fort Worth TXhybridsenior$118K – $173K
Posted today · via Workday
About this role
Build long-term client relationships and enhances 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. 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is senior-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Fort Worth TX. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included