UMB Bank

Systems Engineer

• Work closely with all levels of IT to coordinate the service support and delivery of middleware technologies with multiple teams from application development to infrastructure
• Coordinate, escalate, resolve, and close issues from service requests to change management assigned to the SOA Infrastructure team
• Assist and champion triage and troubleshooting of production and non-production middleware/SOA technologies
• Perform patching, software implementation, and upgrades

SOA Systems Engineer – MQ, DP, IIB

Operations

• Oversight of incoming and outgoing FX payments across multiple currencies and settlement systems
• Oversight of trade details that are entered into the bank’s operations system in alignment with front-office confirmations.
• Ensure timely settlement of FX spot, forward, swap, and option transactions.
• Perform daily reconciliations of nostro/vostro accounts and investigate discrepancies.
• Resolve settlement failures, payment delays, and trade breaks in coordination with counterparties, custodians, and internal teams.
• Maintain accurate records for audit and regulatory purposes.
• Ensure adherence to internal risk controls, operational procedures, and anti-money laundering (AML) / sanctions screening requirements.
• Escalate unusual activity or potential fraud to compliance and management promptly.
• Support compliance with global regulatory reporting requirements.
• Provide operational support to corporate and institutional business partners & clients for FX transactions.
• Liaise with front-office traders, relationship managers, and treasury teams to ensure smooth trade execution.
• Address client inquiries regarding payment status, transaction charges, and settlement timelines.
• Prepare and present reports on foreign exchange activities for presentations to senior & executive management.
• Develop and maintain relationships with partner banks.
• Provide training and support to other team members on foreign exchange matters.
• Contribute to process improvement initiatives to enhance operational efficiency and reduce settlement risk.
• Lead and participate in testing and implementation of system upgrades or new payment platforms.

Foreign Exchange Operations Specialist

Business Development Rep

• Selling UMB Fund Services' outsourced back office solutions
• Creating and managing a strategic territory plan
• Assessing, prospecting and calling on financial institutions
• Cross selling company products and services
• Managing territory to maximize sales resources
• Analyzing financial position and operational challenges
• Coordinating with internal resources for sales materials
• Maintaining data in Sales Force
• Developing and maintaining relationships with industry organizations

Senior Fund Services Business Development Representative

Security Engineer

• Define and execute public cloud-centric security controls and help design secure patterns for computing, storage, networking, operational, and security domains
• Advise application, product, and cloud infrastructure teams on incorporating cloud infrastructure capabilities with an information security mindset
• Actively collaborate with cloud stakeholders to deliver best-fit secure solutions for UMB
• Identify emerging cloud infrastructure services and needs to meet business requirements
• Serve as a pragmatic, results-driven thought leader and consensus builder
• Deploy, consult, and manage security controls leveraging solutions included but not limited to AWS multi-accounts structure, Organizational Units, Service Control Policies (SCP), IAM policies, Virtual Private Cloud (VPC), AWS Control Tower Guardrails and best practices
• Partner with application teams to support them in their design and implementation of infrastructure-as-code stacks
• Advise on all aspects of secure cloud infrastructure offerings and solution design
• Provide hands-on technical coaching to accelerate cloud security learnings across the organization
• Provide accurate and current information on AWS services and serve as a consultant to the IT Information Security organization to solve business use cases.

Cloud Security Engineer

Customer Support

• Prepare detailed analyses and proposals for prospective clients by gathering and interpreting plan sponsor investment and current fee data to create pricing, profitability, and benchmarking comparisons.
• Provide administrative support, including activities with third-party recordkeepers, the distribution of recurring plan investment reviews, and assisting in resolving client requests.
• Responsible for the overall customer experience of the virtual education websites; ensuring ease of use and access, up-to-date information, and branding.
• Analyze target markets and identify potential new business opportunities.
• Maintain benchmarking software (FI360) by reviewing, updating, and inputting competitor performance and fee information.
• Assist in fee processing, invoice creation/distribution, and timely collection of advisory fees for Retirement Plan Services account relationships.
• Provide timely updates and maintain accurate information in the customer relationship management (CRM) system.
• Support meeting preparation, sales events, travel, and expense reimbursements as needed.
• Help onboard new Advisors / retirement staff and updates onboarding materials and handbook for training where applicable.
• Perform other duties as assigned.

Retirement Plan Support Specialist

Bilingual

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Personal Banker I, Bilingual in Spanish

Account Manager

• Provide highly complex support to an assigned group of the largest clients with the most complex needs
• Responsible for the management of day-to-day operational / client service activities
• Monitor internal controls within the specialty corporate trust team focused on the CLO product
• Work along senior management and technical staff to identify business solutions for improvements
• Resolve complex administrative issues and provide client support
• Servicing existing CLO accounts including billing, facilitating transactions, and compliance review
• Recommend and submit new business for approval
• Work with internal and external teams for document negotiation and compliance
• Develop and lead trainings related to CLO products and services
• Act as a subject matter expert for ongoing projects and system testing
• Involved in leading the development and implementation of more efficient processes
• Cross-training to learn other corporate trust roles and provide support as needed
• Provide indirect management of junior associates

Relationship Manager III – CLO

• Evaluate the needs of healthcare professionals and business owners and design custom solutions
• Establish and grow full client relationships through direct prospecting, client referrals, and your network
• Acquire, manage and grow assigned Practice Finance territory
• Generate, retain, & expand lending, investment and deposit relationships
• Develop, generate and follow up on new prospect leads
• Act as a consultant to clients and a resource to the Bank in business development
• Negotiate loan proposals, analyze & evaluate credit requests & write loan commitments
• Participate in professional activities to enhance the bank's image and expand personal network
• Attend local and national industry trade shows as part of the Practice Solutions national team
• Monitor & manage existing credit relationship and compliance with policy/regulation
• Serve as the primary link for all financial services to the individual Practice Solutions client with the bank

Senior Practice Solutions Relationship Manager

Compliance

• Complete and update first line of defense matrices, including documenting oversight activities and processes, identifying owners and documenting gaps
• Identify gaps in oversight, develop, document and oversee remediation
• Perform and document quality assurance testing for critical policies and procedures identified in the matrices
• Produce procedures for all quality assurance tests
• Develop quality assurance procedures to insure systems are working as intended as new products or systems are rolled out
• Work closely with Corporate Compliance, Consumer Operations, the Bank Product Group and Corporate Audit Services
• Cross-train on functions performed by the Consumer Banking- Compliance & Oversight department
• Other duties as assigned