Private Banker I

Duties & Responsibilities

The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned.  Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.  

Duties will include:

• Call on prospective and existing high-net-worth clients to develop new business.
• Possess and maintain industry knowledge of trends, products, technology, and competition.  
• Execute an ongoing proactive client contact strategy utilizing Salesforce tool.
• Take active or leadership role in community, civic, and/or charitable organizations and events.
• Actively participate with wealth team in development of key customer plans & reviews.  
• Develop relationship with COI’s (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities.  
• Participation and attendance at meetings and functions as assigned.
• Engage with clients through company sponsored activities and events.
• Meet individual/team performance and operational goals
• Other duties as assigned.

Requirements

MINIMUM:

• College degree or 7 years of experience in direct financial sales
• 3 years of wealth management/banking experience in the financial services industry
• Possess valid drivers’ license and have independent transportation
• NMLS registration within 90 days

Knowledge & Skills

MINIMUM:

• Expertise in mortgage and consumer lending
• Strong presentations skills
• Excellent verbal and written communication skills
• Proficient in use of Microsoft Office (Word, Excel, and Outlook)
• Address customer concerns and needs
• Ability to work with high net worth clients & prospects of varied backgrounds & experiences
• Analyze and interpret client financial statements and tax returns
• Demonstrates knowledge of Trust & Bank products & services (i.e. Investments, Insurance, Brokerage, & Retirement Planning)

PREFERRED:

• Achievement Orientation
• Customer Orientation
• Emotional Presence
• Impact & Influence
• Internal Partnering
• Networking
• Organizational Awareness
• Teamwork

Work Environment

Will travel  in assigned territory to functions, businesses, and client homes

Potential Career Options:  Private Banker II

Supervision/Management:    No direct management responsibilities

Compensation Ranges:

US Employees in California, Washington DC, New Jersey, and New York:

US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:

US Employees in all other states not listed above:

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.

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.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

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