Investment Banking Specialist

Investment Banking Specialist

Job Description:

Investment Banking Specialists at UMB are experts at building customer relationships and recommending products and services. Personal Bankers leverage their product knowledge and every interaction to identify customer needs and provide financial solutions that help clients achieve financial well-being while making banking easy.

UMB values both organizational success and helping you achieve your personal goals. As a Personal Banker, you will gain in-depth knowledge of UMB's products, develop effective sales techniques, and deliver financial solutions. Collaboration with top professionals at UMB will enhance your skills and knowledge.

Planning the Utilization of Your Time:

• Use customized queries to turn routine transactions, account management tasks, and service inquiries into meaningful discussions that promote additional offerings and strengthen client relationships
• Proactively generate sales leads by contacting prospects, meeting with businesses to introduce workplace banking services, and building relationships to earn referrals
• Effectively manage competing priorities while achieving daily performance metrics
• Participate in learning activities such as processing transactions, managing cash systems, and completing banking paperwork according to industry standards and legal regulations

We Are Looking for Candidates Who:

• Thrive in a high-energy, sales-focused team environment and utilize daily coaching to enhance performance
• Apply product knowledge to positively impact customers’ financial situations through meaningful conversations
• Demonstrate strong communication skills, a positive attitude, and a results-driven approach
• Pay attention to detail in tasks such as completing paperwork or explaining product benefits
• Hold a high school diploma or equivalent
• Have at least one year of retail or customer-facing experience, advising clients and generating sales
• Have reliable transportation and availability during branch hours, including some weekends and evenings
• Can obtain NMLS registration within 90 days, if all conditions are met

Compensation & Benefits:

UMB offers competitive pay and a variety of benefits for eligible associates, including:

• Paid Time Off (PTO)
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored medical coverage
• Dental coverage
• Vision coverage
• Health Savings Accounts (HSA)
• Flexible Spending Accounts (FSA)
• Dependent care accounts
• Adoption assistance
• Employee Assistance Programs (EAP)
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing programs
• Associate emergency funds

Why Join UMB?

At UMB, you are more than just a number. We are a team of advisors, consultants, problem solvers, friends, and community members committed to helping clients build a strong financial foundation. Here, you will be valued, trusted, and given opportunities for growth. UMBers often enjoy multiple career paths and a voice in shaping the company’s future.

Diversity & Inclusion:

UMB is committed to diversity, equity, and inclusion in all employment practices. We ensure equal opportunities for all individuals regardless of race, gender, religion, or other protected characteristics, in compliance with applicable laws. Candidates and employees are treated fairly without discrimination based on age, military service, or genetic information.

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