Wealth Manager

Job Description:Wealth Manager

Wealth Managers 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.

Key Responsibilities:

• Utilize personalized inquiries to transform transactions, account management activities, and other service inquiries into cross-selling opportunities that strengthen client connections.
• Actively pursue sales prospects by contacting leads, visiting companies to showcase workplace banking benefits, and fostering connections for client referrals.
• Balance competing priorities while reaching daily key performance goals.
• Consistently apply learning processes, including transaction handling, cash drawer management, and completion of bank documentation while maintaining compliance with industry standards and legal requirements.

Qualifications:

• Thrive in a fast-paced, sales-centric team and leverage coaching and feedback to improve sales outcomes.
• Use your expertise in products and communication to enhance clients' financial well-being.
• Strong skills in presenting ideas, projecting a positive impression, and resolving issues to generate constructive outcomes.
• Attention to detail in completing documents and explaining features and benefits.
• High school diploma or equivalent qualification.
• One year of retail experience with customer engagement, product recommendations, and contributing to sales.
• Reliable transportation and flexibility to work branch hours, including weekends and occasional evenings.
• NMLS registration achievable within 90 days if requirements are met.

Benefits:

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored benefits including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Various associate banking benefits

Why UMB?

You're more than a means to an end. UMB is made up of people who care about their work, one another, and their community. Expect more heart, trust, and opportunities. UMBers are known for having multiple careers and having their voices heard.

Inclusion & Diversity:

UMB and its affiliates provide equal employment opportunities without regard to race, religion, gender identity, disability status, or other protected characteristics.

Who We Are:

We are advisors, consultants, problem solvers, friends, community members, and experts committed to helping you make the best of every moment with a financial foundation that supports your success.

Apply Now