Senior Private Banker

UMB Bank•Kansas City, MO

30d

About The Position

The Senior Private Banker will source & maintain relationships with high net worth clientele. The Senior Private Banker 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. A Senior Private Banker may be called upon to provide market leadership.

Requirements

You have a college degree or 7 years experience in direct financial sales
You have 10 years of wealth management/private banking experience in the financial services industry
You possess valid drivers' license and have independent transportation
You are able to obtain an NMLS registration within 90 days
You demonstrate strong presentations skills, including being an excellent listener and the ability to make direct sales presentations
You demonstrate willingness to maintain Series 65 and Life licenses
You demonstrate extensive knowledge of Trust & Bank products & services (i.e. Investments, Insurance, Brokerage, Private Banking, & Retirement Planning)
You demonstrate excellent verbal and written communication skills
You demonstrate strong attention to detail
You demonstrate general office skills, including use of phone, computer, fax, and other office equipment
You demonstrate proficiency in use of Microsoft Office (Word, Excel, and Outlook)
You demonstrate ability to address customer concerns positively, tactfully, and diplomatically, and must present self very professionally and courteously at all times
You demonstrate ability to work with all clients & prospects of varied backgrounds & experiences
You demonstrate high level of energy & drive, ability to self start, enthusiasm, with a motivation to be highly successful in a relationship selling environment

Responsibilities

Call on prospective and existing high net worth clients to develop new business
Possess industry knowledge of trends, products, technology, and competition
Maintain a client book of business
Execute an ongoing proactive client contact strategy utilizing CRM 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 relationships 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
Act as mentor to peers
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