Private Banker II

UMB Bank•Denver, CO

23d•Onsite

About The Position

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.

Requirements

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

Responsibilities

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.

Benefits

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
various associate banking benefits