Private Banker II

Private Banker II (PBII) The Private Banker II 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 driver’s license and have independent transportation. NMLS registration within 90 days. Expertise in mortgage and consumer lending. Strong presentation 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. Compensation Range $76,520.00 - $235,810.00 Benefits 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. Equal Opportunity 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 View email address on click.appcast.io 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. #J-18808-Ljbffr UMB Bank