Umb · Rockford, ILPrepare for this interview
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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. 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. Other duties as assigned.
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