Senior Private Banker

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.

How you will spend your time :

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

We're excited to talk with you if :

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

Compensation Range :

$99,750.00 - $214,370.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

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 to let us know the nature of your request.

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