Trust Relationship Specialist

About Us:

Umpqua Bank is headquartered in the Pacific Northwest with 5,000 employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under management and an unwavering commitment to our associates, our customers, and our communities.

We create a great place to work by offering a special brand of relationship banking and by providing a culture where associates thrive. Associates who embody our core values fit in well here and we are eager to meet candidates who demonstrate behaviors that align with Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships.

About the Role:

Under general direction, a Trust Relationship Specialist I will work with senior lead officers to manage larger trust relationships. They will provide administrative and clerical support to design and complete tasks, projects, and related activities for executives, administrators, or managers in order to meet the goals and objectives of the Trust Company.

• Ensure that all required paperwork is completed for new account set-up and forms are in files
• Enter new account into the trust accounting system
• Review all required paperwork and confirm all appropriate information is deleted from the computer system
• Attend and prepare for routine client meetings on team-managed accounts
• Assist Trust Relationship Managers in preparing for sensitive client meetings
• Execute communication plan agreed to by Trust Relationship Managers, including timely and accurate correspondence with clients as necessary for administration of their account
• Assume responsibility for routine fiduciary duties connected with an account when a client dies
• Take direction from Trust Relationship Managers on complex administrative matters
• Perform annual accountings for court on conservatorship and estate accounts
• Obtain the written authorizations and directions necessary for distributions
• Annually review team-assigned accounts and assist the account administrator with other assigned investment and administrative reviews by preparing and copying documents
• Maintain all trust customer filings as instructed by the Trust Relationship Manager
• Maintain and organize files and coordinate the shipment of transfer and closed account files to storage archives
• Take lead on trust seminars by performing a variety of duties, including preparing fliers, building informational packets, and serving as host/hostess
• Perform miscellaneous assignments as needed, including delivery of documents, typing, and data entry
• Anticipate the needs of Trust Relationship Managers and prepare preliminary work on various future projects
• Accompany Trust Relationship Managers on client calls as needed
• Order company supplies and keep costs down where possible
• Sort and distribute daily external and interoffice mail
• Create graphs and charts for presentations to existing and prospective clients
• Assists with the management of the trust pipeline
• Other responsibilities as assigned
• Demonstrates compliance with all bank regulations for assigned job function and applies to designated job responsibilities – knowledge may be gained through coursework and on-the-job training. Keeps up to date on regulation changes.
• Follows all Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training.
• Maintain a working knowledge of Bank's written policies and procedures regarding Bank Secrecy Act, Regulation CC, Regulation E, Bank Security and other regulations as applicable to this job description.
• May be asked to coach, mentor, or train others and teach coursework as subject matter expert.
• Actively learns, demonstrates, and fosters the Umpqua corporate culture in all actions and words.
• Takes personal initiative and is a positive example for others to emulate.
• Embraces our vision to become “Business Bank of Choice”
• May perform other duties as assigned.

About You:

• College degree in business administration. (Preferred)
• ABA (or other) trust courses. (preferred)
• 1 year of experience in trust (Required)
• Ability to operate various office equipment, including personal computers, printers, fax machine, 10-key adding machines, multi-line telephones, and copy machines
• Spreadsheet and word processing skills, including the ability to create graphs, use Excel formulas, and make PowerPoint presentations for trust sales opportunities and seminars
• Good understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations
• Effective time management and organizational skills
• Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees
• Public relations skills, including tact, diplomacy, and patience
• Ability to manage confidential information
• Ability to work on several projects simultaneously and with a variety of employees, managers, and executives
• Ability to work under pressure with constant interruptions
• ABA (or other) trust courses
• Ability to operate various office equipment, including personal computers, printers, fax machine, 10-key adding machines, multi-line telephones, and copy machines
• Spreadsheet and word processing skills, including the ability to create graphs, use Excel formulas, and make PowerPoint presentations for trust sales opportunities and seminars
• Good understanding of departmental or company goals and objectives and how they relate to the rest of the company and its business operations
• Effective time management and organizational skills
• Effective interpersonal skills to relate to a variety of upper-level managers, executives, directors, customers, and employees
• Public relations skills, including tact, diplomacy, and patience
• Ability to manage confidential information
• Ability to work on several projects simultaneously and with a variety of employees, managers, and executives
• Ability to work under pressure with constant interruptions

Travel Type: None

Workstyle: Fully onsite

Our Benefits:

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $24.48 - $33.00 and the pay rate for the selected candidate is dependent upon a variety of non-discriminatory factors including, but not limited to, job-related knowledge, skills, and experience, education, and geographic location. The role may be eligible for performance-based incentive compensation and those details will be provided during the recruitment process.

We offer eligible associates comprehensive healthcare coverage (medical, dental, and vision plans), a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance, tuition assistance, mental health resources, identity theft protection, legal support, auto and home insurance, pet insurance, access to an online discount marketplace, and paid vacation, sick days, volunteer days, and holidays. Benefit eligibility begins the first day of the month following the date of hire for associates who are regularly scheduled to work at least thirty hours weekly.

Our Commitment to Diversity:

Umpqua Bank is an equal opportunity and affirmative action employer committed to employing, engaging, and developing a diverse workforce. All qualified applicants will receive consideration for employment without regard to race, color, national origin, religion, sex, age, sexual orientation, gender identity, gender expression, protected veteran status, disability, or any other applicable protected status or characteristics. If you require an accommodation to complete the application or interview(s), please let us know by email: [email protected]

To Staffing and Recruiting Agencies:

Our posted job opportunities are only intended for individuals seeking employment at Umpqua Bank. Umpqua Bank does not accept unsolicited resumes or applications from agencies and Umpqua Bank will not be responsible for any fees related to unsolicited resume submissions. Staffing and recruiting agencies are not authorized to submit profiles, applications, or resumes to this site or to any Umpqua Bank employee and any such submissions will be considered unsolicited unless requested directly by a member of the Talent Acquisition team.