Private Banker II

Profile

:,ActualValueFromSolar:null},{QuestionName:What You\u0027ll Do,AnswerValue:The Private Banker II (PBII) source \u0026 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 \u0026 other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model. \u003cbr/\u003e\u003cbr/\u003eDuties may include:\u003cbr/\u003e\u003cbr/\u003e- Call on prospective and existing high-net-worth clients to develop new business. \u003cbr/\u003e- Possess and maintain industry knowledge of trends, products, technology, and competition\u003cbr/\u003e- Maintain a client book of business \u003cbr/\u003e- Execute an ongoing proactive client contact strategy utilizing CRM tool. \u003cbr/\u003e- Take active or leadership role in community, civic, and/or charitable organizations and events.\u003cbr/\u003e- Actively participate with wealth team in development of key customer plans \u0026 reviews. \u003cbr/\u003e- Develop relationship with COI\u0027s (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities. \u003cbr/\u003e- Participation and attendance at meetings and functions as assigned.\u003cbr/\u003e- Engage with clients through company sponsored activities and events. \u003cbr/\u003e- Meet individual/team performance and operational goals\u003cbr/\u003e- Other duties as assigned,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:11751BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver \u003ci\u003ethe\u003c/i\u003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! \u003cbr\u003e\u003cbr\u003eWhat you\u0027ll get: \u003cbr\u003e\u003cb\u003eUnique Benefit Programs : \u003c/b\u003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!\u003cbr\u003e\u003cb\u003eProfessional Development: \u003c/b\u003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.\u003cbr\u003e\u003cb\u003eCommunity Involvement:\u003c/b\u003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.\u003cbr\u003e\u003cb\u003eCulture of Diversity and Inclusion: \u003c/b\u003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. \u003cbr\u003e\u003cbr\u003ePlease visit us at \u003ca href=\http://careers.umb.com\ target=\_blank\\u003ecareers.umb.com\u003c/a\u003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.,VerityZone:formtext38,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Work Schedule,AnswerValue:Monday-Friday: 8:00am-5:00pm,VerityZone:formtext12,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Division Name,AnswerValue:Consumer Services ,VerityZone:formtext8,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:City,AnswerValue:Kansas City,VerityZone:formtext13,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Preferred Requirements,AnswerValue:- Series 65 and Life licenses,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:Private Banker II,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:4900 Main Street,VerityZone:formtext31,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Shift,AnswerValue:Full Time ,VerityZone:formtext5,QuestionType:single-select,ActualValueFromSolar:null},{QuestionName:State,AnswerValue:MO,VerityZone:formtext28,QuestionType:text,ActualValueFromSolar:null},{QuestionName:In this Role, You will Need,AnswerValue:- Expertise in mortgage and consumer lending\u003cbr\u003e- Strong presentations skills\u003cbr\u003e- Excellent verbal and written communication skills\u003cbr\u003e- Proficient in use of Microsoft Office (Word, Excel, and Outlook)\u003cbr\u003e- Address customer concerns and needs\u003cbr\u003e- Ability to work with high net worth clients \u0026 prospects of varied backgrounds \u0026 experiences\u003cbr\u003e- Analyze and interpret client financial statements and tax returns \u003cbr\u003e- Demonstrates knowledge of Trust \u0026 Bank products \u0026 services (i.e. Investments, Insurance, Brokerage, \u0026 Retirement Planning)\u003cbr\u003e- Proven success in financial services and sales,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:- College degree or 7 years experience in direct financial sales\u003cbr\u003e- 5 years of wealth management/private banking experience in the financial services industry\u003cbr\u003e- Possess valid drivers\u0027 license and have independent transportation\u003cbr\u003e- NMLS registration within 90 days,VerityZone:formtext44,QuestionType:textarea,ActualValueFromSolar:null}],GQId:1761,isGQResponsive:true,isActive:true,isSocialReferralJobRestricted:false,localeId:1033,AutoOptionalReqId:11751BR,Title:Private Banker II,JobSiteId:5319,Link:https://sjobs.brassring.com/TGnewUI/Search/home/HomeWithPreLoad?partnerid=25683\u0026siteid=5319\u0026PageType=JobDetails\u0026jobid=1542058,isEverGreen:false},JobDetailFieldsToDisplay:{Position1:autoreq,JobTitle:formtext29,Position3:[],Summary:formtext40,Section2Fields:[formtext73,jobdescription,formtext39,formtext44,formtext34,formtext33,formtext31,formtext13,formtext28,formtext5,formtext12,formtext8,formtext43,formtext38,formtext48]},BrandingConfiguration:{\brandingSettings\: {\Responsive_AdvancedCSS\: \/*#N#GUIDELINES#N##N#• Enter CSS here.#N##N#• Please take care not to compromise accessibility including color contrast.#N##N#• Please test all window widths so that all responsive break-points remain in tact.#N##N#• Please refer to attributes of the body tag to limit the scope of your rules to a single workflow, or else be sure to check each individual workflow.#N#*/#N##N#input[type=text],input[type=password] { #N#background-color: #ffffff; 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Company info

UMB Fund Service Inc.
Website : http://www.umbisg.com