UMB Financial Corp jobs

Sr Financial Planner Kansas City MO UMB's Private Wealth Management team custom-tailors services for clients, incorporating financial planning, private banking, investment management, personal trust and lifestyle services, estate management and insurance services. We provide an active, engaged team of partners to clients, offering thought leadership and guidance to help them stay on track to meet their financial goals. We pride ourselves on a listen-first approach that keeps the focus on the client, always striving to understand their story, their dreams and their goals so we can help ensure their plan meets their needs now, and in the future. As the Sr. Financial Planner, you will be working closely with the Wealth Advisors & Financial Advisors to design and develop financial planning analyses for presentations to clients. You will utilize financial planning software to analyze, review and design plans. This is a hybrid role but is driven by client meetings. (Mon/Tues/Wed/Thur on site). Duties & Responsibilities Type of Role: Individual contributor, experienced Area of Responsibility and Purview: Deliver financial planning services to Private Wealth Management clients Role Specific Job Duties: Primarily focused on servicing high value family client segments as a client-facing Wealth Planner Senior mentor for other financial planners on the team; regularly provides guidance and feedback on financial planning best practices Resolve time sensitive client inquiries and handle complex client advice topics Works collaboratively with other functions in Private Wealth to complete special projects Function Specific Job Duties: Serve as the main financial planning point of contact for clients

Personal Banker I 2 Locations Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: • Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs • Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks • Achieving your daily key performance metrics while balancing competing priorities • Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards • Other job duties as assigned We're excited to talk

Personal Banker II Sheboygan WI Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development,

Intern - Retirement Planning 3 Locations

Wealth Advisor Dubuque IA 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 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: Deliver financial advice to a limited number of clients. Support resource to other wealth advisors on team, providing leverage to execute on client advice strategies. Support the delivery of comprehensive advice and customized wealth management services to clients within the practice. Develop a deep understanding of the financial planning process with clients. Deliver wealth, financial planning, insurance, investment, and estate planning advice to clients, as assigned. 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. Adopt new platforms

Branch Manager I Portales NM UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we've invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMB's continued success. Inside our branches, you'll find our “driving brand ambassador”, the Branch Manager. The Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB's retail strategy. The Branch Manager is responsible for overseeing all operational aspects of the branch and can assist our customers with teller transactions as well as a performing a variety of other banker functions. As we shift our focus toward Inspire Action, we encourage and empower associates to be leaders and influencers, going beyond “manager of the branch” and to step into the role of partner to our customers and our associates. If you're hungry to learn and grow in your career, this is a great time to become a Branch Manager at UMB. How you will spend your time: Coach associates on performance; including proactive sales conversations, operational items and customer interactions. Assisting or providing guidance on how to handle complex account maintenance and resolve customer escalations. Collaborate

Floating Personal Banker II Kansas City MO Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations,

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

Cloud Security Engineer 50 Locations

Community Mortgage Banker 2 Locations

Sr. Manager, Account Management Kansas City MO UMB Institutional Banking encompasses the following areas: Corporate Trust, Specialty Trust & Agency Solutions, Fund Services, Institutional Custody, Investment Banking, Investor Solutions, Agent Bank, Public Finance and Healthcare Services. It combines institutionally focused capabilities into one cohesive unit, serving the entire institutional marketplace from smaller correspondent banks and municipalities to the largest broker-dealers and fund companies in the United States. As the Senior Manager, you will be responsible for providing direction to client account managers to retain and strengthen existing client base, expand business through new revenue opportunities and partnerships, and drive the division to provide the Unparalleled Client Experience. How you will spend your time: You will develop, integrate, and implement strategic direction to deliver operational success. You will drive collaboration with operations, product, marketing and technology group partners. You will demonstrate strong networking skills and an existing network of strategic contacts. You will manage associates which will include mentoring, coaching, and ongoing performance review through 1:1/next 90 conversations. You will be an advocate for the strategic objectives of clients by working with product and technology partners to deliver revenue producing solutions. You will collaborate with clients and UMB Product areas to understand and communicate industry-wide initiatives. You will provide banking and payment services expertise to clients/prospects in a consultative manner while cultivating these skills in direct reports. We are excited to speak with you if: Bachelor's degree in Business Administration or related field or equivalent work experience Ten (10) years relevant

Reconciliation Accountant Kansas City MO

Mortgage Loan Originator 7 Locations

Project Manager Kansas City MO

Community Mortgage Banker Brentwood MO

Learning Branch Personal Banker (Mentor/Trainer) 2 Locations UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we've invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMB's continued success. To ensure our branch associates are provided the foundation to be successful in their career at the branches, UMB has transitioned a handful of our branches within the footprint to function as Learning Branches. Within the Learning Branch, our Learning Branch Personal Bankers not only function as the traditional Personal Banker, but their primary focus to provide on-site training, mentoring, modeling and support to our new branch associates. How you will spend your time: Mentoring and training new Retail Banking associates. Creating and expanding relationships in your community through outbound calling efforts to customers. Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts. Collaborating with internal partners, such as small business officers, mortgage officers, private wealth managers and others. We're excited to talk with you if: You have a HS diploma or equivalent You have two years retail banking experience OR one year retail banking and one year training/mentor experience You have the ability obtain a NMLS registration within 90 days Bonus points if: You are bilingual Compensation Range: $38,910.00 - $75,080.00 The

Corporate Trust Specialist Minneapolis MN

IT Strategy Consultant Kansas City MO

Workout Specialist 2 Locations

Portfolio Manager - BBLC Kansas City MO

Vendor Enroller Kansas City MO

AI Data Architect 50 Locations

Fund Services Business Development Representative Senior TX-REMOTE As the Fund Services Business Development Representative Sr. , you are responsible for selling UMB Fund Services' outsourced back office solutions and turnkey programs to financial intermediaries in a national territory. Successful incumbents have good working industry knowledge of mutual funds, hedge funds, collective investment funds, ETF's, PE, real estate, interval/tender funds as well as accounting, administration, investor record keeping, distribution and bank custody functions. You must also create and manage a strategic territory plan that results in closing business to meet forecast commitments and sale goals. How you will spend your time: Assessing, prospecting and calling on financial institutions in the mutual fund and alternative investment industries Cross selling company products and services to existing clients Managing territory to maximize sales resources and revenue opportunities and minimize expenses Analyzing financial position and operational challenges of prospects to determine sales approach Coordinating with internal resources to ensure professional delivery of sales, marketing and proposal materials to prospects Maintaining data in Sales Force and providing regular updates to sales director Developing and maintaining relationships with industry/professional organizations and individuals Participating in user group meetings and trade shows Staying abreast of current industry trends, competitors and all company products and services Participating in on boarding processes along with other internal resources to assure seamless transition for new clients Other duties as assigned We're excited to talk with you if: You possess a Bachelor's Degree You have at least 7 years of experience in sales for

Learning Branch Personal Banker (Mentor/Trainer) 2 Locations