UMB Bank

Operations

• Evaluate and process client requests involving cash processing, trade execution, new security establishment, and dividend income
• Analyze reports and process transactions
• Apply income or incoming payments
• Initiate outgoing cash payments
• Assist clients with questions and issues
• Serve as a subject matter expert in operational processes
• Cross-train among team responsibilities and provide backup support
• Partner with the Corporate Actions Team to execute voluntary and mandatory events and reduce financial exposure
• Perform data entry, financial calculations, and clerical duties related to securities and cash transactions
• Review and approve transactions
• Train associates and review their work at the manager’s direction
• Identify system issues or defects and document them for support groups
• Assist with testing system upgrades and implementing new systems
• Work on special projects at the manager’s direction

Securities Services Operations Analyst

Financial Planning and Analysis

• Create custom investment solutions for sophisticated and complex high-net-worth clients
• Serve as the investment management subject matter expert within a financial planning team
• Develop, maintain, and oversee investment strategy and asset allocation for Private Wealth Management clients
• Oversee discretionary management of investment advisory accounts for clients with at least $3 million in investable assets
• Collaborate with the Portfolio Construction Desk to open advisory accounts and manage investment strategy
• Assist Wealth Advisors and Managing Partners with portfolio analysis and advanced Portfolio Management solutions
• Develop strategies based on individual client Investment Policy Statements and Request for Proposal parameters
• Serve as the investment expert during client meetings and lead discussions on investment strategy and performance
• Articulate firm messaging about macroeconomic and market factors
• Participate in and occasionally lead sales presentations
• Collaborate with Client Service Specialists and Relationship Managers to process administrative tasks accurately and timely
• Develop and oversee investment policies, procedures, reporting, Regulation 9 reviews, and performance metrics
• Deploy firm-approved asset allocation models and implement investment strategy
• Make asset allocation recommendations and set up portfolios with the Portfolio Construction Desk
• Examine current portfolios and provide rebalancing instructions
• Review and recommend appropriate benchmarks
• Provide initial and ongoing review of client Investment Policy Statements
• Actively participate in or lead assigned investment committees
• Perform other duties as assigned

Senior Investment Strategist

Banker

• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Call leads to create sales opportunities
• Visit businesses to offer workplace banking
• Develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

Personal Banker

• Build customer relationships and recommend and sell financial products and services
• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing priorities and delivering a strong customer experience
• Perform other duties as assigned

Personal Banker II

• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions to support customers’ financial well-being
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Process transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions that support financial well-being
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Call leads, visit businesses to offer workplace banking, and develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Build customer relationships and recommend and sell banking products and services
• Perform other duties as assigned

Personal Banker I

• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Call leads, visit businesses to offer workplace banking, and develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Ask personalized questions to understand customers’ financial goals and connect them with appropriate solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Create sales opportunities and grow UMB’s customer base through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing priorities and delivering a strong customer experience
• Perform other duties as assigned

• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions to support customers’ financial well-being
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Perform other job duties as assigned

Account Manager

• Collaborate with Relationship Managers to provide administrative support to Corporate Trust clients
• Use Microsoft products and UMB systems to maintain records and execute client requests
• Interact with client teams and internal groups to identify and provide solutions
• Respond to client inquiries
• Compile performance data and maintain records
• Coordinate activities with operations staff, custodian banks, and client staff
• Resolve administrative and operations problems
• Expand client contact and task complexity
• Participate in cross-training for other Corporate Trust roles

Senior Specialty Corporate Trust Associate Relationship Manager

• Provide operational support to Corporate Trust and Institutional Custody departments
• Evaluate and process requests regarding trading, sweeps, Money Market and Mutual Fund securities
• Perform quality control reviews, receipt and disbursement approvals, and daily balancing
• Assist with monthly accrual balancing and processing
• Assist with new Money Market/Mutual Fund security or portfolio setups
• Use Microsoft Excel for ad hoc reporting
• Learn and perform monthly revenue sharing reconciliation
• Act as a go-to person for escalations and research on complex situations
• Cross-train and assist other teams for coverage
• Perform moderately complex financial calculations and processing related to securities and cash transactions
• Identify system issues or defects and document them for the appropriate support group
• Assist with testing system upgrades and implementation of new systems

Customer Support

• Manage day-to-day operations associated with the Investor Solutions department
• Onboard new Commercial client accounts
• Provide client training and user setup
• Troubleshoot and assist in resolving production issues
• Ensure mitigation steps are taken
• Recommend process improvements and formalize new processes as required
• Oversee funds management for NSCC and overdraft monitoring
• Administer and balance ancillary FDIC Sweep activities
• Provide product feature and functionality expertise for client training

IS Operations Support Specialist

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned
• Build customer relationships and recommend and sell products and services
• Work closely with UMB leaders through training, mentorship, and coaching