UMB Bank

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

Bilingual, Spanish Personal Banker I

Sales

• Source and develop high-net-worth client relationships through networking, referrals, and targeted outreach
• Steer administration of Client’s wealth and trust accounts by being trusted partner
• Lead high performance service delivery to clients by coordinating team delivering services
• Manage and expand high-profile client relationships
• Provide proactive solution-oriented planning for clients and coordination of wealth strategy planning goals and objectives
• Lead a proactive, high-touch communication plan for all clients
• Provide wealth management subject matter expertise
• Participate in and attend meetings and functions as assigned
• Create and lead presentations to external and internal COIs on estate planning techniques for ultra-high-net-worth individuals
• Other duties as assigned
• Serves as the primary driver of new trust relationships for the market
• Coordinates and assigns the team members of new trust relationships transitioning those accounts to those team members

Trust Sales Advisor

Manager

• Coach associates on performance; including proactive sales conversations, operational items and customer interactions.
• Assisting or providing guidance on how to handle complex account maintenance and resolve customer escalations.
• Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
• Receiving continued education and training empowering you to meet individual sales performance and operational goals.

Branch Manager

Branch Manager I

• Coach associates on performance; including proactive sales conversations, operational items and customer interactions
• Assisting or providing guidance on how to handle complex account maintenance and resolve customer escalations
• Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others
• Receiving continued education and training empowering you to meet individual sales performance and operational goals