Private Banker I

Requirements

• MINIMUM:
• College degree or 7 years of experience in direct financial sales
• 3 years of wealth management/banking experience in the financial services industry
• Possess valid drivers' license and have independent transportation
• NMLS registration within 90 days
• Knowledge & Skills
• Expertise in mortgage and consumer lending
• Strong presentations 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)
• PREFERRED:
• Achievement Orientation
• Customer Orientation
• Emotional Presence
• Impact & Influence
• Internal Partnering
• Networking
• Organizational Awareness
• Teamwork
• Work Environment
• Will travel in assigned territory to functions, businesses, and client homes
• Potential Career Options : Private Banker II
• Supervision/Management: No direct management responsibilities
• Compensation Ranges:
• US Employees in California, Washington DC, New Jersey, and New York:
• $83,810 - $131,550
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
• $76,520 - $120,210
• US Employees in all other states not listed above:
• $69,230 - $109,120
• Are you ready to be part of something more?
• If you are a California resident, please visit our Priva

Benefits

Additional Information

Duties & Responsibilities The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. 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. Duties will include: Call on prospective and existing high-net-worth clients to develop new business. Possess and maintain industry knowledge of trends, products, technology, and competition. 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.

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