Investment Associate

Investment Associate

Job Description:

Investment Associates at UMB are experts at building client relationships and recommending financial products and services. Investment Associates leverage their product knowledge and every client interaction to identify needs and provide financial solutions that help clients achieve long-term financial well-being while making banking simple and efficient.

UMB values your role in advancing its business objectives and is committed to supporting your personal and professional goals. In the capacity of an Investment Associate, you will receive extensive training on UMB’s product suite, sales techniques, and financial solutions. Close collaboration with UMB leaders provides mentorship and shared expertise to enhance your skills.

Organizing and structuring your daily schedule:

• Using customized questioning techniques to turn transactions, account maintenance tasks, and routine service requests into cross-selling opportunities that strengthen client relationships
• Proactively generating sales leads by contacting prospects, visiting businesses to offer workplace banking solutions, and building referral networks
• Effectively managing multiple priorities while meeting daily key performance metrics
• Following standard procedures for transactions, cash drawer management, and completion of bank documentation in compliance with industry and legal requirements

We are pleased to have a conversation with you if:

• You thrive in a high-energy, sales-focused team environment and use coaching and feedback to refine your performance
• You combine product expertise with strong communication skills to positively impact clients’ financial outcomes
• You communicate effectively, project a positive professional image, and enjoy problem-solving to achieve results
• You exhibit meticulous attention to detail when completing documentation and explaining product features and benefits
• You hold a high school diploma or equivalent
• You have at least one year of retail or customer-facing experience, engaging clients and providing product recommendations that result in sales, or possess equivalent relevant experience
• You have reliable transportation and flexibility to work branch hours, including weekends and some evenings
• You can obtain NMLS registration within 90 days after meeting eligibility requirements

Compensation and Benefits:

• Paid Time Off (PTO)
• Paid holidays
• 401(k) retirement plan with company matching
• Annual incentive pay
• Comprehensive medical insurance
• Dental insurance
• Vision insurance
• Health Savings Accounts (HSA)
• Flexible Spending Accounts (FSA)
• Dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement program
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits

Are you ready to be involved in something more meaningful?

You are 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 than the status quo—more heart, more trust, and more opportunities. At UMB, you are valued for who you are, encouraged to support causes you care about, and empowered to grow your career while having your voice heard.

Inclusion and Diversity Commitment:

UMB and its affiliates are committed to inclusion and diversity and provide equal employment opportunities to all employees and applicants without regard to any status protected by applicable federal, state, or local law.

Who We Are:

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, and experts dedicated to helping you make the most of every moment with a strong financial foundation that supports your success.

Apply Now