Private Bank Sales Associate

Profile

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They will also create an outstanding experience for their clients and the sales team they support by managing the workflow they are given with a strong attention to detail and proactive communication to maintain an exclusive delivery model. \u003cbr/\u003e\u003cbr/\u003eDuties may include:\u003cbr/\u003e\u003cbr/\u003eAdministration:\u003cbr/\u003e- Expense Reports \u0026 Calendar Management\u003cbr/\u003e- Maintain Reports/Tracking on behalf of Sales Team\u003cbr/\u003e- Assist Private Banker with managing their book of business\u003cbr/\u003e- Assist with organizing of client events\u003cbr/\u003e\u003cbr/\u003eClient Experience:\u003cbr/\u003e- Problem Solving for complex clientele \u003cbr/\u003e- Handle Client escalations\u003cbr/\u003e- Account maintenance \u0026 transfers \u0026 Wire Transfers\u003cbr/\u003e\u003cbr/\u003eSales Associate:\u003cbr/\u003e- Strong Knowledge of all bank products and features\u003cbr/\u003e- Maintaining the loan Pipeline through data entry and tracking\u003cbr/\u003e- Collecting documentation for loans at the direction of the Sales Team\u003cbr/\u003e- New Account opening- and all activities associated with account opening such as debit card, credit card, and online banking enrollment\u003cbr/\u003e\u003cbr/\u003eCompliance:\u003cbr/\u003e- Comply with all bank policy and procedure\u003cbr/\u003e- Perform account audits monthly\u003cbr/\u003e- Maintain high level of confidentiality with client information\u003cbr/\u003e\u003cbr/\u003eSystems:\u003cbr/\u003e- Be able to accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking \u003cbr/\u003e\u003cbr/\u003e- Perform other duties as assigned,VerityZone:jobdescription,QuestionType:textarea,ActualValueFromSolar:null},{QuestionName:Requisition Number,AnswerValue:11755BR,VerityZone:autoreq,QuestionType:text,ActualValueFromSolar:null},{QuestionName:At UMB,AnswerValue:We strive to deliver \u003ci\u003ethe\u003c/i\u003e unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity! \u003cbr\u003e\u003cbr\u003eWhat you\u0027ll get: \u003cbr\u003e\u003cb\u003eUnique Benefit Programs : \u003c/b\u003e We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!\u003cbr\u003e\u003cb\u003eProfessional Development: \u003c/b\u003eWe provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.\u003cbr\u003e\u003cb\u003eCommunity Involvement:\u003c/b\u003e Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.\u003cbr\u003e\u003cb\u003eCulture of Diversity and Inclusion: \u003c/b\u003eWe are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas. \u003cbr\u003e\u003cbr\u003ePlease visit us at \u003ca href=\http://careers.umb.com\ target=\_blank\\u003ecareers.umb.com\u003c/a\u003e to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. 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Company info

UMB Fund Service Inc.
Website : http://www.umbisg.com