Private Bank Sales Support Associate II

UMB Bank • Leawood, KS

14d • $44,790 - $86,510 • Hybrid

About The Position

The Private Bank Sales Associate serves as the point of contact for our high-net-worth clients, maintaining those relationships by servicing their needs so that the Private Banker can focus on business development. The Private Banking Sales Support Associate is the face of UMB Private Bank and their primary goal is to strengthen and retain high net worth client relationships that are sourced by the Private Banking sales teams. This role provides sales support in a variety of ways and provides administrative functions, customer service, sales support and compliance oversight.

Requirements

• High school diploma or equivalent
• 2+ years of applicable retail experience with opening deposit and loan account OR a combination of education and experience that provides an equivalent background
• Able to work M-F 8:30am- 5:30pm CT
• Ability to work in the office up to 3 days a week
• Great communicator with strong interpersonal skills
• Systems thinking and complex problem solving
• Attention to detail, yet ability to grasp big picture
• Highly organized and can effectively multi-task
• Understanding of financial services client service best practices and a knack for generating “wow” moments for clients
• Able to balance a client experience mindset when managing and controlling business risks
• Ability to work independently, collaborating with others to accomplish client objectives
• Analytical problem solver with the ability to think creatively
• General knowledge of new account opening, client onboarding requirements and cash management
• Able to organize and prioritize activities to ensure completion within established deadlines
• Exceptional written communication
• Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
• Strong proficiency in Salesforce CRM software

Nice To Haves

• Demonstrated client service experience within a Private Bank or Wealth Management institution
• Knowledge of Deposit and Loan service offerings and account types
• Working knowledge of deposit and loan account types for Private Bank
• Demonstrated experience with a wide range of client situations and inquiries
• Experience in supporting financial data collection, entry, and process
• General knowledge of compliance rules and regulations within retail banking
• Proficiency in UMB’s Hogan System, Decision Pro, TSYS
• Proficiency with Q2 online banking platform
• Proficiency in Workday, Oracle, ServiceNow

Responsibilities

• Serve as the main point of contact for clients
• Responsible for managing day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers
• Assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports/tracking, assist with managing books of business, and organizing client events.
• Input data and collect documentation for loans at the direction of the Private Banker
• Work collaboratively with Senior Associates on team to resolve complex client related issues and escalations
• Manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment
• Maintain and update Salesforce for client activities
• Maintain client paperwork and electronic data files for all client relationships
• Understand the client’s overall business needs and help identify value-added services that Private Bank can provide
• Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• Comply with all bank policy and procedure
• Perform account audits monthly
• Maintain high level of confidentiality with client information
• Accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking
• Conduct other duties as assigned

Benefits

• Paid Time Off
• 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
• various associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees