About the role

Private Bank Sales Support Associate serving high-net-worth clients and supporting Private Bankers in a hybrid role. Managing client transactions, onboarding, and ensuring compliance with bank policies.

Responsibilities

Serve as the main point of contact for clients
Manage day to day client transactions, such as money movements, problem solving for complex client escalations, account maintenance, wire transfers
Assist Private Bankers with administration tasks such as expense reports, calendar management, maintain reports/tracking, assist with managing books of business, and organizing client events
Input data and collect documentation for loans at the direction of the Private Banker
Work collaboratively with Senior Associates on team to resolve complex client related issues and escalations
Manage new client onboarding process including all activities associate with account opening such as debit card, credit card, and online banking enrollment
Maintain and update Salesforce for client activities
Maintain client paperwork and electronic data files for all client relationships
Understand the client’s overall business needs and help identify value-added services that Private Bank can provide
Review activities within the job scope for sufficient controls to prevent errors, fraud, and misstatements of financial results
Comply with all bank policy and procedure
Perform account audits monthly
Maintain high level of confidentiality with client information
Accurately transact in UMB Systems to maintain the exclusive delivery model in Private Banking
Conduct other duties as assigned

High school diploma or equivalent
2+ years of applicable retail experience with opening deposit and loan account OR a combination of education and experience that provides an equivalent background
Ability to work M-F 8:30am- 5:30pm CT
Ability to work in the office up to 3 days a week
Great communicator with strong interpersonal skills
Systems thinking and complex problem solving
Attention to detail, yet ability to grasp big picture
Highly organized and can effectively multi-task
Understanding of financial services client service best practices
Ability to balance a client experience mindset when managing and controlling business risks
Ability to work independently, collaborating with others to accomplish client objectives
Analytical problem solver with the ability to think creatively
General knowledge of new account opening, client onboarding requirements and cash management
Ability to organize and prioritize activities to ensure completion within established deadlines
Exceptional written communication
Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
Strong proficiency in Salesforce CRM software

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits