Job Description

Wealth Management
Newport Beach, California

At Umpqua, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and communities, and we can only achieve this through the dedication of our employees.

We value Trust, Ownership, Growth, Empathy, Teamwork, Heart, Enjoyment, and Relationships, and we are eager to meet candidates who embody these core values. We are always on the lookout for results-focused individuals who can think independently, work collaboratively, and support our broader purpose.

Think of us as financial partners, because at Umpqua, we believe the best way forward is together. Together for people. Together for business. Together for better.

About the Role:

A Trust Officer is responsible for providing some new business for the company through marketing programs involving contact with professionals and direct contact with potential business sources. They provide exceptional service to existing trust clients. This role will act as the quarterback on relationships pertinent to client subject matter requirements.

• Perform a variety of written and verbal communication tasks and projects in order to ensure satisfactory completion and implementation of work or projects.
• Provide in-house expertise on issues relating to trust administration.
• Book new business and retain business through cross-selling.
• Call on assigned branches regularly for branch education in trust products.
• Participate in community activities that provide opportunities to form business relationships with candidates for trust services.
• Administer accounts in a satisfactory manner, including maintaining account files.
• Assist clients in achieving planned goals established at the opening of their account within an acceptable level of risk.
• Most often administers moderately complex relationships.
• 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:

• Bachelor’s degree, if one has practical trust experience, a bachelor’s degree is preferred.
• Cannon or other training, required.
• CTFA or MBA, preferred.
• 5 years of Trust Officer experience, required.
• 5 years of experience managing moderately complex, multi-tiered trust relationships.
• Knowledge and understanding of the trust data processing system, as well as general principles of trust accounting and estate tax law.
• Strong interpersonal skills in order to effectively communicate with customers and staff.
• Exceptional verbal and written communication skills.
• Good analytical abilities to recognize and solve clients’ estate planning and investment issues.
• Effective organizational and time management skills.
• Ability to work in a team environment as well as independently.
• Basic knowledge of tax preparation, particularly for fiduciary income tax returns and estate tax returns.
• Ability to use personal computers, Windows, and related software applications.
• Basic knowledge of the commercial banking environment to facilitate trust clients’ financial needs and the trust company’s interface with commercial affiliates.
• Ability to develop referral network that helps generate new business to meet organization sales objectives.
• Ability to work within a team environment to facilitate subject matter expertise on estate planning strategies.
• Strong presentation or public speaking skills.
• Ability to write topics as subject matter expert.
• Strategic thinking on business initiatives that drive new business goals.
• Passed the CFTA Level 1 test, required.
• Occasional travel.

Job Location(s) : Ability to work fully onsite at posted location(s).

This posting is part of an evergreen requisition to create a pipeline of talent. If you are interested in potential opportunities in this area, we encourage you to apply. While we may not have an immediate opening at this time, we are always looking for top talent and will reach out as positions become available in the following locations:

4040 MacArthur Blvd Suite 100
Newport, CA 92660

We offer a competitive total rewards package including base wages and comprehensive benefits. The pay range for this role is $120,000.00 to $180,000.00, 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: careers@umpquabank.com.

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.

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