Private Banker II

UMB Bank • Wichita, KS

8d • $117,900 - $173,393

About The Position

The Private Banker II sources and maintains relationships with high-net-worth clients, primarily providing private banking credit and deposit solutions. The role partners with wealth management, retail, commercial banking, and other lines of business to deliver financial solutions across UMB’s footprint through an exclusive delivery model. The position was posted on 11/02/2026, and the application deadline is 45 days after posting unless the role is filled earlier.

Requirements

• College degree or seven years of experience in direct financial sales.
• Five years of wealth management or private banking experience in the financial services industry.
• Valid driver's license and independent transportation.
• Obtain NMLS registration within 90 days.
• Expertise in mortgage and consumer lending.
• Strong presentation skills.
• Excellent verbal and written communication skills.
• Proficiency with Microsoft Word, Excel, and Outlook.
• Ability to address customer concerns and needs.
• Ability to work with high-net-worth clients and prospects from varied backgrounds and experiences.
• Ability to analyze and interpret client financial statements and tax returns.
• Knowledge of trust and bank products and services, including investments, insurance, brokerage, and retirement planning.
• Proven success in financial services and sales.

Responsibilities

• Call on prospective and existing high-net-worth clients to develop new business.
• Maintain knowledge of industry trends, products, technology, and competition.
• Maintain a client book of business.
• Execute a proactive, ongoing client contact strategy using Salesforce.
• Take an active or leadership role in community, civic, and charitable organizations and events.
• Participate with the wealth team in developing key customer plans and reviews.
• Develop relationships with centers of influence, including realtors, attorneys, financial advisors, and accountants, to generate business opportunities.
• Attend and participate in meetings and functions as assigned.
• Engage with clients through company-sponsored activities and events.
• Meet individual and team performance and operational goals.
• Perform other duties as assigned.

Benefits

• Paid time off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Company-sponsored medical, dental, vision, and other insurance coverage
• Health savings accounts
• Flexible spending accounts
• Dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level