Sales Support Consultant acting as a subject matter expert in sales strategy. Collaborating with sales teams and providing insights on market approaches and presentations.
About the role
- Sales Support Associate maintaining high-net-worth client relationships for UMB Private Bank. Liaising with clients and supporting sales teams with various administrative and operational duties.
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 a team to resolve complex client-related issues and escalations
- Manage new client onboarding process including all activities associated 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 a 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
Requirements
- 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
- Strong proficiency of Microsoft Office Suite (Word, Excel, PowerPoint, SharePoint)
- Strong proficiency in Salesforce CRM software
- Attention to detail
- Ability to grasp the big picture
- Highly organized and can effectively multi-task
- Understanding of financial services client service best practices
Benefits
- 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
Job title
Job type
Experience level
Salary
Degree requirement
Location requirements
Team leader for sales in security technology at Johnson Controls, driving productivity and customer satisfaction with a skilled team.
Sales Compensation Supervisor managing a team of Compensation Analysts administering compensation plans. Analyzing performance and implementing incentive plans to support sales strategies.
Sales Associate enhancing guest experience and driving sales at Frontgate. Delivering operational responsibilities to create an inspiring shopping experience for customers.
Manager, Sales at Q2 responsible for managing a sales team and driving financial technology solutions. Leading sales efforts in community banking and credit unions with a focus on consultative partnerships.
Outside Sales Representative for Kitchen Tune - Up educating clients on kitchen remodeling options. Consulting and closing sales while generating leads in the Kansas City area.
Sales Manager leading Women's Health products across India, responsible for managing sales and building key account relationships. Focused on business development and team management in the healthcare industry.
Leiter Vertrieb - Energielösungen managing energy solutions sales in Potsdam, Germany. Responsible for team leadership and strategic sales activities in the energy sector.
Oncology Customer Team Leader leading Oncology Sales Representatives for cancer solutions. Driving sales, coaching, and collaborating for customer - centric impact in California.
Abteilungsleiter Vertrieb verantwortlich für Strukturierung und Wachstum im Vertrieb. Energieversorgung Limburg sucht Führungskraft zur strategischen Weiterentwicklung und Marktstärkung in Limburg.