Private Banker I

UMB Financial
Albuquerque
Workplace: HybridFull timeUSD 69,230 - 131,550 annuallyFunction: Banking, Lending & CreditSkills: ["Presentations","Communication","Customer orientation","Networking","Organizational awareness"]

Source and maintain relationships with high-net-worth clients by delivering private banking credit and deposit solutions. Develop new business through proactive outreach and community involvement, partnering with wealth management and other lines of business across the UMB footprint. Use Salesforce for ongoing client contact, participate in key customer plan reviews, build relationships with COIs, and meet individual and team goals. No direct management responsibilities.

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UMB Financial
UMB Financial
2 months ago

Private Banker I

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Source and maintain relationships with high-net-worth clients by delivering private banking credit and deposit solutions. Develop new business through proactive outreach and community involvement, partnering with wealth management and other lines of business across the UMB footprint. Use Salesforce for ongoing client contact, participate in key customer plan reviews, build relationships with COIs, and meet individual and team goals. No direct management responsibilities.
Location: Albuquerque
Workplace: Hybrid
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Call on prospective and existing high-net-worth clients to develop new business.
  • •Maintain industry knowledge of trends, products, technology, and competition.
  • •Execute proactive client contact using Salesforce.
  • •Participate in community, civic, charitable organizations, and related events.
  • •Collaborate with wealth team and lines of business to develop customer plans, build COI relationships, and meet performance goals.
Travel: Medium travel

Pay and Benefits

Salary: USD 69,230 - 131,550 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionGym MembershipPaid Holidays

Key Requirements

  • •College degree or 7 years of experience in direct financial sales.
  • •3 years of wealth management/banking experience in the financial services industry.
  • •Possess and maintain a valid drivers’ license with independent transportation.
  • •NMLS registration within 90 days.
  • •Expertise in mortgage and consumer lending.
Experience:Wealth managementBankingFinancial servicesMortgage lending
Skills:PresentationsCommunicationCustomer orientationNetworkingOrganizational awareness
Licenses:Valid drivers’ license
Certifications:NMLS registration
Tech Stack:SalesforceMicrosoft OfficeWordExcelOutlook

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn