Private Bank Sales Support Associate II

The Private Bank Sales Associate serves as the point of contact for our high-net-worth clients, maintaining those relationships by servicing their needs so that the Private Banker can focus on business development.

The Private Banking Sales Support Associate is the face of UMB Private Bank and their 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 and provides administrative functions, customer service, sales support and compliance oversight.

How you will spend your time:

• You will serve as the main point of contact for clients

• You will be responsible for managing day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers

• You will assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports/tracking, assist with managing books of business, and organizing client events.

• You will input data and collect documentation for loans at the direction of the Private Banker

• You will work collaboratively with Senior Associates on team to resolve complex client related issues and escalations

• You manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment

• You will maintain and update Salesforce for client activities

• You will maintain client paperwork and electronic data files for all client relationships

• You will understand the client’s overall business needs and help identify value-added services that Private Bank can provide

• You will review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results

• You will comply with all bank policy and procedure Perform account audits monthly Maintain high level of confidentiality with client information

• You will be able to accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking

• You will conduct other duties as assigned

We're excited to talk with you if:

• You have a high school diploma or equivalent

• You have 2+ years of applicable retail experience with opening deposit and loan account OR a combination of education and experience that provides an equivalent background 

• You are able to work M-F 8:30am- 5:30pm CT

• You have the ability to work in the office up to 3 days a week

• You are a great communicator with strong interpersonal skills

• You have systems thinking and complex problem solving

• You have attention to detail, yet ability to grasp big picture

• You are highly organized and can effectively multi-task

• You have an understanding of financial services client service best practices and a knack for generating “wow” moments for clients

• You are able to balance a client experience mindset when managing and controlling business risks

• You have the ability to work independently, collaborating with others to accomplish client objectives

• You are an analytical problem solver with the ability to think creatively

• You have general knowledge of new account opening, client onboarding requirements and cash management

• You are able to organize and prioritize activities to ensure completion within established deadlines

• You have exceptional written communication

• You have a strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)

• You have a strong proficiency in Salesforce CRM software

Bonus points if:

• You have demonstrated client service experience within a Private Bank or Wealth Management institution

• You have knowledge of Deposit and Loan service offerings and account types

• You have a working knowledge of deposit and loan account types for Private Bank

• You have demonstrated experience with a wide range of client situations and inquiries

• You have experience in supporting financial data collection, entry, and process

• You have a general knowledge of compliance rules and regulations within retail banking

• You have a proficiency in UMB’s Hogan System, Decision Pro, TSYS

• You have a proficiency with Q2 online banking platform

• You have a proficiency in Workday, Oracle, ServiceNow

Compensation Range: