UMB Bank

Banker

• 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 banking products and services
• Perform other duties as assigned

Personal Banker

• Build customer relationships and recommend and sell financial products and services
• Identify customer needs and offer financial solutions
• 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
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Work closely with UMB leaders and participate in training and mentorship
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Deepen client relationships while meeting customer needs
• 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
• Build customer relationships and recommend and sell banking products and services
• Work closely with UMB leaders through training, coaching, and mentorship

Analyst

• Perform independent quality control reviews of retail branch locations to identify operational and compliance risk
• Assess branch documentation, certify cash on hand, observe associate behavior, and interview branch associates regarding regulatory requirements
• Issue summary memoranda for each retail branch quality control review, including an overall risk rating
• Maintain an ongoing risk rating guide for each retail branch
• Assist with operations-related projects as needed
• Cultivate working partnerships with Consumer Operations teammates and the Consumer Delivery Team
• Collaborate with partners and support Consumer Banking in responding to requests and resolving issues identified by regulatory bodies, internal audits, compliance engagements, or self-assessments
• Evaluate operational documentation for monthly branch performance reporting
• Act as a supportive resource regarding Consumer Banking operations matters
• Support the Director of Compliance & Oversight with data aggregation, analysis, and reporting of Compliance & Oversight activities

Branch Quality Control Analyst – Kansas City Area

Operations

• Support the Corporate Trust and Institutional Custody divisions within Trust & Custody Operations
• Process new securities establishment
• Ensure accurate processing for clients and UMB
• Respond to queries regarding securities
• Establish new securities and update securities upon request
• Assist clients with questions and issues
• Cross-train among team members for backup responsibilities
• Process internal UMB requests and determine necessary actions
• Work closely with team members to support team success

Securities Services Operations Associate

• 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 duties as assigned

• Build customer relationships and recommend and sell banking 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
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

Customer Support

• Provide technical application support and create solutions across a broad range of products
• Work incident tickets, monitor systems performance, and assist with or apply application fixes and upgrades
• Troubleshoot and triage problems and incidents on production applications
• Serve as a point of contact for incidents and coordinate issue resolution with application teams, vendors, business units, and departments
• Analyze and measure problem and incident data to identify underlying and systemic problems
• Implement solutions to resolve current incidents and reduce or eliminate future incidents
• Manage post-mortem analysis for high-priority incidents and problems
• Document resolutions for reuse processes, trending, and issue categorization
• Develop and implement process improvements to reduce problem tickets and increase system performance
• Coordinate with third-party vendors to resolve issues and meet SLAs
• Identify and recommend practices that reduce and eliminate problems and outages
• Assist less experienced associates with problem resolution
• Share on-call responsibilities with other team members

Application Support Specialist – Online Banking

Manager

• Monitor, identify, and manage credit risk for an assigned commercial real estate loan portfolio generally consisting of relationships greater than $5,000,000
• Partner with Relationship Managers to oversee and manage assigned CRE loans and relationships
• Perform credit underwriting for existing client relationships, including annual reviews and modifications/extensions
• Analyze borrower and guarantor repayment capacity
• Recommend loan structures and perform collateral analysis across multiple asset classes
• Prepare pricing models for credit requests
• Prepare and present credit packages to credit and loan committees
• Monitor and document covenant compliance according to loan documents and bank policy
• Monitor and cure documentation exceptions, overdue financial reporting, and performance covenant issues
• Identify and manage early warning signs through recurring analysis of borrower, guarantor, and property financial performance
• Analyze financial covenant compliance and payment performance benchmarks
• Provide recurring customer service through joint sales calls and direct client correspondence
• Perform other projects and tasks as needed

Portfolio Manager II – Commercial Real Estate

Marketing

• Develop marketing strategies and tactics that help the line of business meet objectives
• Educate Marketing and Communications teams and cross-functional partners on audience behaviors
• Manage marketing plan deliverables across channels with cross-team members
• Identify strategic opportunities to increase market value using measurable KPIs
• Guide execution of strategies and marketing campaigns through internal teams and external vendors
• Complete informative creative briefs including goals, audiences, key messages, wireframes, outlines, and content recommendations
• Assist with planning and development of new and evolved products, platforms, and delivery channels
• Set, track, analyze, and measure KPIs for marketing initiatives
• Use results to provide insights and refine marketing strategy and recommendations
• Assist with budget development and manage marketing activities within budgets
• Provide marketing consultation for segment needs at the market leadership level
• Interact consultatively with key leadership and stakeholders
• Perform other duties as assigned

Segment Marketing Manager

• 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
• Identify customer needs and offer financial solutions
• 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
• Source consumer lending opportunities 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 competing priorities and delivering a strong customer experience
• Coach others as a sales mentor
• 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 financial products and services
• 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
• Recommend and sell financial products and services
• Identify customer needs and offer financial solutions
• Perform other duties as assigned

• Build customer relationships and recommend and sell products and services
• 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
• Perform other duties as assigned