Private Banker II

UMB Bank; Wichita (KS); Hybrid; USD 118,000 - 173,000; Full time

Benefits offered by this job

Paid Time Off

401(k) match

Annual incentive

Paid holidays

Medical/dental/vision

Health savings

Adoption assistance

Employee assistance

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Banking benefits

Job summary

UMB Bank, based in Wichita, Kansas, is seeking a Private Banker II to source and manage relationships with high-net-worth clients. The role collaborates with wealth management, retail, and other lines of business to provide comprehensive financial solutions across the footprint.

Key duties include calling on prospective clients, maintaining a client book, and utilizing Salesforce for proactive contact strategies.

Qualifications

• College degree or 7 years of direct financial sales experience.
• 5 years of wealth management/private banking experience in the financial services industry.
• NMLS registration within 90 days. Expertise in mortgage and consumer lending.
• Strong presentations skills.
• Excellent verbal and written communication skills.
• Proficient in 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.

Skills

High-net-worth client focus

Private banking

Relationship building

Communication skills

Sales experience

Education

College degree or 7 years’ experience in direct financial sales

5 years of wealth management/private banking experience

Tools

Salesforce

Microsoft Excel

Job description

Hybrid

Wichita KS

Full time

R-9596

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.

How you will spend your time:

• 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.

We’re excited to talk with you if you have:

• 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

This position was posted on 11/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:

$117,900 - $173,393

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

• 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
• and various associate banking benefits.

Benefit offerings and eligibility requirements vary.

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.

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. 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.

If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) 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 (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

Check out the road to a career at UMB