The Private Banker II (PBII) will source & maintain relationships with high-net-worth clientele. The PBII primarily delivers private banking credit and deposit solutions. 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.
How you will spend your time:
Call on prospective and existing high net worth clients to develop new business.
Possess and maintain industry knowledge of trends, products, technology, and competition
Maintain a client book of business.
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.
We’re excited to talk with you if you have:
College degree or 7 years’ experience in direct financial sales
5 years of wealth management/private banking experience in the financial services industry
Possess valid drivers' license and have independent transportation
NMLS registration within 90 days 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)
Proven success in financial services and sales
Compensation Range:
$69,230.00 - $214,370.00
The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. 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.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
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