Private Banker I

UMB Financial Corporation; Albuquerque (NM); On-site; USD 69,000 - 109,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance options

Tuition reimbursement

Job summary

UMB Financial Corporation seeks a Private Banker I to source and maintain relationships with high-net-worth clients, delivering private banking credit and deposits and partnering with a Senior Private Banker as needed. Build solutions across wealth management, retail, and other lines of business within the UMB footprint.

The role includes visiting clients, networking with COIs, and contributing to wealth planning discussions while meeting performance targets.

Qualifications

• College degree or 7 years of direct financial sales experience.
• 3 years of wealth management/banking in financial services.
• NMLS registration within 90 days.

Responsibilities

• Call on prospective and existing high-net-worth clients to develop new business.
• Maintain industry knowledge of trends, products, technology, and competition.
• Execute proactive client contact strategy using Salesforce.

Skills

Mortgage lending

Presentations

Communication

MS Office

Client relations

High net worth

Financial statement analysis

Trust & bank products

Education

College degree or 7+ years experience

Job description

Duties & Responsibilities

The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. 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.

• Call on prospective and existing high-net-worth clients to develop new business.
• Possess and maintain industry knowledge of trends, products, technology, and competition.
• 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.

Requirements MINIMUM

• College degree or 7 years of experience in direct financial sales
• 3 years of wealth management/banking experience in the financial services industry
• Possess valid drivers' license and have independent transportation
• NMLS registration within 90 days

Knowledge & Skills MINIMUM

• 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)

PREFERRED

• Achievement Orientation
• Customer Orientation
• Emotional Presence
• Impact & Influence
• Internal Partnering
• Networking
• Organizational Awareness
• Teamwork

Work Environment

Will travel in assigned territory to functions, businesses, and client homes

Potential Career Options

Private Banker II

Supervision/Management

No direct management responsibilities

Compensation Ranges

• US Employees in California, Washington DC, New Jersey, and New York: $83,810 - $131,550
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $76,520 - $120,210
• US Employees in all other states not listed above: $69,230 - $109,120

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
• dependent care accounts
• adoption assistance
• an employee assistance program
• fitness reimbursement
• tuition reimbursement
• an associate wellbeing program
• an associate emergency fund
• and various associate banking benefits.

Benefit Offerings and Eligibility Requirements

Benefit offerings and eligibility requirements vary.

Our Culture

Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

Inclusion & Diversity

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

Accommodation for Disabilities

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

Privacy Notice

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Who we are

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed. Learn more about UMB's vision Check out the road to a career at UMB