UMB Financial Corp jobs

Process Support Operations Analyst Kansas City MO

Learning Branch Personal Banker (Mentor/Trainer) 2 Locations

Compliance Specialist I or II-Corp Trust 9 Locations

Deputy BSA/AML Director Kansas City MO

BSA/AML Analyst I Kansas City MO

Comml Relationship Mgr II Fort Worth TX Headline: Are you ready to be part of something more? Company: You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard. Team: As the leading line of business, UMB's bottom line is directly impacted by the growth of our commercial portfolio. The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Commercial and Industrial relationship throughout its life - developing meaningful connections with management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. Role: The Relationship Manager leads a team of professional product specialists and they collectively shape solutions that will entice prospective companies to award new business to UMB. The Commercial Relationship Manager has a direct impact on the banks earning potential. Engaging and building relationships with Business Owners, CFO's, CEO's, Controllers, and working with existing clients,

Fund Accountant I - Alternative Investments (Hybrid) PA - Chadds Ford - 223 Wilmington West Chester Pike The Alternative Investments Team provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities. As the Fund Accountant- Alternative Investments, you will support UMB by handling all accounting, bookkeeping, and reporting for our clients. You will have the opportunity to grow professionally, learning more complex tasks, increasing client contact, and ultimately training and reviewing peer's work. How you will spend your time: You will operate Excel and UMB accounting systems to perform general ledger accounting functions, enter trade information, price securities, and reconcile accounts. You will ensure data accuracy and prepare client financial statements and reports to share with investors. You will interact with clients to address any requests as well as handling correspondence to the client investor base. We're excited to talk with you if: Bachelor's Degree in one of the following Accounting, Finance, Investment Banking, Economics, or International Business *Fund Accountant candidates who exceed qualifications may be considered for the position(s) of a Fund Accountant II or III if minimum qualifications are met for the respective role* Deadline to apply: November 30, 2024. Compensation Range: $38,910.00 - $75,080.00 The posted compensation range on this listing represents UMB's standard for this role, but the

Community Mortgage Banker 2 Locations

Fund Accountant I - Alternative Investment Ogden UT The Alternative Investments Team provides accounting, pricing, and reconciliation services for our alternative investment fund clients. This group is a growing team that continues to add to our client portfolio. With additional clients and the evolution of client needs comes the opportunity to grow our knowledge base and expand our technological capabilities. As the Fund Accountant- Alternative Investments, you will support UMB by handling all accounting, bookkeeping, and reporting for our clients. You will have the opportunity to grow professionally, learning more complex tasks, increasing client contact, and ultimately training and reviewing peer's work. How you will spend your time: You will operate Excel and UMB accounting systems to perform general ledger accounting functions, enter trade information, price securities, and reconcile accounts. You will ensure data accuracy and prepare client financial statements and reports to share with investors. You will interact with clients to address any requests as well as handling correspondence to the client investor base. We're excited to talk with you if: Bachelor's Degree in one of the following Accounting, Finance, Investment Banking, Economics, or International Business Compensation Range: $40,950.00 - $68,250.00 The posted compensation range on this listing represents UMB's standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information. UMB offers

Community Mortgage Banker Brentwood MO

IT Strategy Consultant Kansas City MO

Client Relationship Coordinator I Dubuque IA

Sr. Wealth Advisor Albuquerque NM The Private Wealth Management team serves to m anage, protect and grow. As a fiduciary, we deliver financial outcomes for our clients through team-based advice. We collaborate on holistic and personalized financial plans that turn goals into reality and provides peace of mind. This is one of the many reasons why our clients trust us. We get to know them - we know who they are, what is important to them and why. At UMB Private Wealth Management, your story is our focus. As the Sr. Wealth Advisor , you will lead a highly integrated team-based approach working to ensure the client's priorities are at the center of every action. The Sr. Wealth Advisor works closely with the Financial Planner, Private Banker, Portfolio Manager, Trust Advisor and Service Administrator to build the wealth strategy that aligns with the client's objectives. This role is hybrid (Tues/Wed/Thur on-site). How you'll spend your time: Lead the delivery of comprehensive advice and customized wealth management services to lower value clients within the practice. Develop a deep understanding of client wealth planning goals and objectives. Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, leveraging financial planners, trust officers and portfolio managers assigned to the practice. Partner with Private Banking team to deliver clients lending, credit, and banking advice. Proactively understand and act upon trends, attrition risks, and opportunities with clients and prospects. Opportunistically engage in business development activities, managing a personal new business pipeline of client

Retirement Client Advisor 3 Locations RETIREMENT CLIENT ADVISOR-DALLAS-FT. WORTH METROPLEX The Retirement Client Advisor generates new business opportunities and manages a customer portfolio defined in the business plan. This involves being the primary contact for new or existing customers, presenting formal product proposals, and maintaining ongoing prospects for new business development. This role focuses on building customer relationships and gaining loyalty by listening and responding to customers' needs. Responsibilities: Delivers an unparalleled customer experience while managing a book of business and building client relationships. Partners with UMB Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations. Regularly meets with clients for on-going plan/investment reviews. Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions. Provides consultation to plan sponsors on the development of a participant education program to support the client's objectives. Facilitate or deliver participant education and advice. Creates and maintains networking relationships to create a pipeline of business. Achieves annual new business revenue goals for assigned accounts and/or territory. Maintains client information in a CRM tool. Understands the benefits of UMB products and effectively differentiate UMB Retirement Services from the competition. Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments. Completes annual E-Learning Plan and Bank Secrecy Act (BSA) training as assigned and keeps up-to-date knowledge of BSA as it relates to the job function. Qualifications:

Senior Relationship Manager-Commercial Agriculture 7 Locations As the leading line of business, UMB's bottom line is directly impacted by the growth of our Commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Ag relationships throughout its life - developing meaningful connections with the management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. The Sr. Relationship Manager - Commercial Agriculture leads a team of professional product specialists who collectively shape solutions to entice prospective companies to award new business to UMB. Engaging and building relationships with Business Owners, CFO's, CEO's, and Controllers, and working with existing clients, you have the ability to help clients achieve their financial dreams, streamline business processes, and help them better understand their working cash flow needs. How you'll spend your time: You will build your own commercial loan portfolio, by prospecting for new Agricultural business. You will engage and lead other team members to determine what other products and services the client might benefit from. You will collaborate with commercial clients to better understand their business and financial needs. You will analyze the business in order to qualify clients for bank products and services. We're excited to talk with you if: You have 5 years sales experience with 2 years in Agricultural Commercial Bank Sales. You possess a bachelor's

Sr. Staff Auditor Kansas City MO

Commercial Team Lead Clive IA This role will have responsibility for leading the commercial loan activity in a geographical region (client relationship management including credit underwriting, documentation, maintenance, monitoring of credit quality, and customer service across all commercial products provided/offered. Will represent UMB in the local community. Grow revenue by successfully prospecting for new business and retaining/expanding existing customer relationships. Call on existing or prospective customers to develop new business, expand existing business, maintain good customer relations, and ensure proper servicing of all accounts/relationships. Assist in establishing sales goals and strategies for region and assessing performance against set goals periodically with management. Assist in establishing service policies and standards for commercial accounts, in order to ensure customer satisfaction and loyalty. Perform in a high visibility, leadership role in the community served. Exercise leadership and administrative coordination over the functions of the region, including participation in the sales strategy, budget process, implementation of regional policies, and explanation of company program and objectives. Negotiate credit arrangements and prepare credit memoranda and supporting documentation for presentation to the loan committee. Provide management responsibility for a team including establishment of goals, objectives, and associate professional development. Other duties as assigned. Bachelor's degree or equivalent work experience 10+ years experience in related commercial experience Current valid driver's license Demonstrates strong knowledge of credit Demonstrates knowledge of bank products, services, and bank operations Demonstrates ability to be a self starter Demonstrates initiative Demonstrates ability to be customer centric with proven sales success Demonstrates excellent communication skills,

Threat Intelligence Analyst Kansas City MO

Manager of Tax and Accounting Services Kansas City MO The Private Wealth team is a department of its own within UMB to help our clients plan and create financial and investment plans for their assets. Within the Private Wealth environment, this team interacts with UMB's high net worth clients in providing resolutions and solutions to clients and their investment needs. With our robust training to provide extensive UMB and financial knowledge, the Private Wealth team provides investment education and problem-solving solutions for our clients. The Private Wealth team is made up Portfolio Managers, Trust Advisors, Wealth Advisors, and Investment Analysts. These associates each have a specific and impactful function for our clients and their assets. The employees of the Private Wealth team are subject matter experts that assist in resolving client issues, deepening client relationships and gaining new business for the company. Working as the Manager of Tax and Accounting Services, you will be overseeing a team of Tax Associates, managing tax and accounting services for the Private Wealth Management Division. You will help develop, oversee, and implement policies and procedures to ensure compliance with fiduciary income tax, estate and gift tax Generations Skipping Transfer and other tax information reporting. Over time, you will help manage the changes to ensure associates adopt best practices and are kept informed of pertinent changes to tax laws. You will help to document, deliver and enforce sufficient controls to prevent errors. You will review tax returns and/or accounting deliverables while assuming primary responsibilities for

Bilingual (Spanish) Personal Banker I 2 Locations

Fund Accountant I (Mutual Funds) Milwaukee WI The UMB Registered Fund team manages the daily accounting, tax, audit, administration, and operational tasks for mutual fund and collective trust clients. The Registered Fund Accounting group is responsible for all functions related to the daily calculation of the net asset value for multiple mutual funds, as well as, performing the accounting, pricing, review and reconciliation functions for multiple funds such as U.S. and Foreign Equities, Bonds, Simple Derivatives, Advanced Derivatives, Bank Loans, Private Credit. The team is made up of Fund Accountant I's, II's, III's, Leads, and Managers, which handle more complex funds depending on the Fund Accountant level. Due to growth, the Registered Fund Accounting group is hiring several new additional head count positions for Fund Accountants I, II, and III's. Fund Accountant I: 43,000 - 62,800 Fund Accountant II: 49,510 - 72,330 Fund Accountant III: 56,890 - 83,080 How you will spend your time: Oversee general ledger accounting functions for multiple funds Prepare and review preliminary trial balance and NAV calculation for multiple funds Monitor and analyze income and expense accruals to ensure GAAP compliance Analyze corporate action application for GAAP compliance Reconcile cash settlements to the custodian and prime broker records Reconcile position quantity to the custodian and prime broker records Investigate and resolve cash or position discrepancies by collaborating with the custodian, prime brokers, transfer agency, advisor, and/or portfolio managers/traders Review and resolve trade detail exceptions to ensure transactions are accurately reflected by collaborating with the advisor/portfolio manager

Client Manager Sr - Commercial Springfield MO

Trust Officer Sr 4 Locations Build long-term client relationships and enhances existing relationships through quality customer service, including anticipating client needs, clear communications, effective client meetings and meeting client service level standards. Provides proper fiduciary administration for all aspects of assigned accounts, including probate estates, conservatorships, personal trusts (inter vivos and testamentary), custody, agency, IRA, and other assigned accounts, handling the most complex situations. Develop, maintain and manage both internal and external relationships to increase revenue from assigned book of accounts through quality client service leading to referrals for new business, upgrades in account status, direct sales and referrals for other bank products and services. Ensures compliance with the Bank's fiduciary duties in the administration of estate, trust, IRA and custody accounts according to the directives in the will, trust document or investment management, IRA or custody agreement as well as applicable laws statutes, regulations, and UMB policies and procedures. Provides solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives. When appropriate, for accounts without an assigned Portfolio Manager, provides investment management services for clients, including assessment of the appropriate risk level for the client or trust, high level investment updates and portfolio advice. Maintains current knowledge of UMB policies and procedures, state and federal laws and regulations. Other duties as assigned. Requirements MINIMUM: College degree 10 years of technical trust and planning experience Certified Trust and Financial Advisor (CTFA) or Certified Financial Planner (CFP) designation PREFERRED: One advanced degree relative to financial & estate planning

BB Relationship Officer Sr / II 2 Locations The Business Banking Relationship Officer Team is made up of Business Banking Relationship Officers, Treasury Management Officers, Underwriters, Client Managers, and Analysts. This team manages Commercial and Industrial and Practice Finance relationships throughout its life - developing meaningful connections with leadership of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. As the Business Banking Relationship Officer Sr. , you will be selling bank products and services to companies with revenues between $1mm-$35mm. These products and services are Commercial & Industrial, Practice Finance and Payment Technology solutions that will entice prospective companies to award new business to UMB. You will engage and build relationships in the community with Business Owners, CFO's, CEO's , and Controllers. You will also manage existing business, maintaining relationship profitability & portfolio risk, and the profitable growth of the portfolio including loans, deposits, & fee income. You have the ability to help clients achieve their financial dreams, streamline business processes and help them better understand their working cash flow needs. How you'll spend your time: You will utilize your networking abilities in the community by participating in community and professional activities in order to enhance UMB's image and brand to build new business. You will generate investment real estate loans up to $5MM per transaction. You will utilize your credit skills to qualify companies eligible for loan business while managing