Private Bank Sales Assoc

Profile

:,ActualValueFromSolar:null},{QuestionName:What Youu0027ll Do,AnswerValue:The Private Banking Sales Associate is the face of UMB Private Bank whose 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- administrative functions, customer service, sales support and compliance oversight. They will also create an outstanding experience for their clients and the sales team they support by managing the workflow they are given with a strong attention to detail and proactive communication to maintain an exclusive delivery model. u003cbr/u003eu003cbr/u003eDuties may include:u003cbr/u003eu003cbr/u003eAdministration:u003cbr/u003e- Expense Reports u0026 Calendar Managementu003cbr/u003e- Maintain Reports/Tracking on behalf of Sales Teamu003cbr/u003e- Assist Private Banker with managing their book of businessu003cbr/u003e- Assist with organizing of client eventsu003cbr/u003eu003cbr/u003eClient Experience:u003cbr/u003e- Problem Solving for complex clientele u003cbr/u003e- Handle Client escalationsu003cbr/u003e- Account maintenance u0026 transfers u0026 Wire Transfersu003cbr/u003eu003cbr/u003eSales Associate:u003cbr/u003e- Strong Knowledge of all bank products and featuresu003cbr/u003e- Maintaining the loan Pipeline through data entry and trackingu003cbr/u003e- Collecting documentation for loans at the direction of the Sales Teamu003cbr/u003e- New Account opening- and all activities associated with account opening such as debit card, credit card, and online banking enrollmentu003cbr/u003eu003cbr/u003eCompliance:u003cbr/u003e- Comply with all bank policy and procedureu003cbr/u003e- Perform account audits monthlyu003cbr/u003e- Maintain high level of confidentiality with client informationu003cbr/u003eu003cbr/u003eSystems:u003cbr/u003e- Be able to accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking u003cbr/u003eu003cbr/u003e- Perform other duties as assigned,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:11784BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver u003ciu003etheu003c/iu003e 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! u003cbru003eu003cbru003eWhat youu0027ll get: u003cbru003eu003cbu003eUnique Benefit Programs : u003c/bu003e 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!!u003cbru003eu003cbu003eProfessional Development: u003c/bu003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.u003cbru003eu003cbu003eCommunity Involvement:u003c/bu003e 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.u003cbru003eu003cbu003eCulture of Diversity and Inclusion: u003c/bu003eWe 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. u003cbru003eu003cbru003ePlease visit us at u003ca href=****target=_blank\u003ecareers.umb.comu003c/au003e 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:- College Degree,VerityZone:formtext34,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Job Title,AnswerValue:Private Bank Sales Assoc,VerityZone:formtext29,QuestionType:text,ActualValueFromSolar:null},{QuestionName:Address,AnswerValue:1010 Grand Blvd,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:- Knowledge of Deposit accounts and Loan product knowledgeu003cbru003e- Excellent verbal and written communication skillsu003cbru003e- Proficient in use of Microsoft Office and computer applicationsu003cbru003e- Address customer concerns and needs and handle complex customer escalationsu003cbru003e- Ability to work with high net worth clients u0026 prospects of varied backgrounds u0026 experiencesu003cbru003e- General understanding of personal financial statements u003cbru003e- Must be highly motivated and able to determine priorities, plan, organize and follow through on assignments with minimal supervision and/or instructionu003cbru003e- Proven Organizational and time management skills,VerityZone:formtext33,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Who You Are,AnswerValue:- High School Education or equivalentu003cbru003e- 2 years of retail banking experience; 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