Senior Private Banker
Senior Private Banker
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$ 99750 - 214370
1 Vacancy
Job Description
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 COIs (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
Were 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:
$99750.00 - $214370.00The posted compensation range on this listing represents UMBs 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
Youre more than a means to an enda way to help us meet the bottom line. UMB isnt 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. Youll 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.
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.
Required Experience:
Senior IC
Employment Type
Full-Time
