Private Banker II

UMB Bank•Wichita, KS

9d•$117,900 - $173,393

About The Position

The Private Banker II sources and maintains relationships with high-net-worth clients, primarily delivering private banking credit and deposit solutions. The role partners with wealth management, retail, commercial banking, and other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model. The position develops new business with prospective and existing clients, maintains a client book of business, and uses Salesforce to execute a proactive client contact strategy. It also supports wealth-team customer planning and reviews, builds relationships with centers of influence, participates in community and company-sponsored events, and meets individual and team performance and operational goals. The posted compensation range is $117,900–$173,393. Actual compensation may vary based on geographic location, experience, and other job-related factors. The posting date is 11/02/2026; the application deadline is 45 days from that date unless the position is filled earlier. UMB offers a range of benefits to eligible associates, with offerings and eligibility varying.

Requirements

College degree or 7 years of experience in direct financial sales.
5 years of wealth management or private banking experience in the financial services industry.
Valid driver’s license and independent transportation.
NMLS registration within 90 days.
Expertise in mortgage and consumer lending.
Strong presentation skills.
Excellent verbal and written communication skills.
Proficiency with Microsoft Office, including 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 industry knowledge of trends, products, technology, and competition.
Maintain a client book of business.
Execute an ongoing proactive client contact strategy using Salesforce.
Take an active or leadership role in community, civic, and/or charitable organizations and events.
Participate actively 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 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.