Private Bank Sales Support Associate II

Private Bank Sales Associate

The Private Bank Sales Associate serves as the point of contact for our high-net-worth clients, maintaining those relationships by servicing their needs so that the Private Banker can focus on business development.

The Private Banking Sales Support Associate is the face of UMB Private Bank and their primary goal is to strengthen and retain high net worth client relationships that are sourced by the Private Banking sales teams.

This role provides sales support in a variety of ways and provides administrative functions, customer service, sales support and compliance oversight.

How you will spend your time :

• You will serve as the main point of contact for clients
• You will be responsible for managing day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers
• You will assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports / tracking, assist with managing books of business, and organizing client events.
• You will input data and collect documentation for loans at the direction of the Private Banker
• You will work collaboratively with Senior Associates on team to resolve complex client related issues and escalations
• You manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment
• You will maintain and update Salesforce for client activities
• You will maintain client paperwork and electronic data files for all client relationships
• You will understand the client's overall business needs and help identify value-added services that Private Bank can provide
• You will review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
• You will comply with all bank policy and procedure Perform account audits monthly Maintain high level of confidentiality with client information
• You will be able to accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking
• You will conduct other duties as assigned

We're excited to talk with you if :

Bonus points if :

Compensation Range : $44,790.00 - $86,510.00

UMB offers competitive and varied benefits to eligible associates, such as 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.

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.