Private Banker I - Elevate Wealth for High-Net-Worth Clients

UMB Financial Corporation; Albuquerque (NM); Presencial; USD 69.000 - 109.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance options

Tuition reimbursement

Descripción de la vacante

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.

Formación

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

Responsabilidades

• 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.

Conocimientos

Mortgage lending

Presentations

Communication

MS Office

Client relations

High net worth

Financial statement analysis

Trust & bank products

Educación

College degree or 7+ years experience

Descripción del empleo

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.