The
Private Banker II (PBII) will source & maintain relationships with high-net-worth clientele. The PBII primarily delivers private banking credit and deposit solutions. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.
How you will spend your time: - Call on prospective and existing high net worth clients to develop new business.
- Possess and maintain industry knowledge of trends, products, technology, and competition
- Maintain a client book of business.
- Execute an ongoing proactive client contact strategy utilizing Salesforce tool.
- Take active or leadership role in community, civic, and/or charitable organizations and events.
- Actively participate with wealth team in development of key customer plans & reviews.
- Develop relationship with COI's (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities.
- Participation and attendance at meetings and functions as assigned.
- Engage with clients through company sponsored activities and events.
- Meet individual/team performance and operational goals.
- Other duties as assigned.
We're excited to talk with you if you have: - College degree or 7 years' experience in direct financial sales
- 5 years of wealth management/private banking experience in the financial services industry
- Possess valid drivers' license and have independent transportation
- NMLS registration within 90 days Expertise in mortgage and consumer lending
- Strong presentations skills
- Excellent verbal and written communication skills
- Proficient in use of Microsoft Office (Word, Excel, and Outlook)
- Address customer concerns and needs
- Ability to work with high-net-worth clients & prospects of varied backgrounds & experiences
- Analyze and interpret client financial statements and tax returns
- Demonstrates knowledge of Trust & Bank products & services (i.e. Investments,
- Insurance, Brokerage, & Retirement Planning)
- Proven success in financial services and sales
This position was posted on 11/02/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.
Compensation Range:$117,900 - $173,393
The posted compensation range on this listing represents UMB's good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
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