Proposals Specialist managing proposals and customer negotiations for Industrial & Energy Technology sectors. Responsible for documentation submissions and client engagement in Italy and Europe.
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
Sales Representative engaging with customers and enhancing their lives through technology at TELUS. Contributing to a dynamic team while working flexible hours including evenings and weekends.
Sales Representative in TELUS retail store helping customers with technology solutions. Working flexibly to meet client needs in a dynamic and engaging environment.
Support aux Ventes Applied pour les produits eau glacée chez Daikin France. Apporte expertise technico - commerciale et support dans le secteur tertiaire et santé.
General Sales Manager leading advertising sales department at Tampa Radio with Cox Media Group. Developing advertising campaigns and strategies while collaborating with sales and programming teams.
Senior Sales Manager driving adoption of Razer's AI solutions for game developers and partners. Overseeing B2B sales cycle and building relationships within the gaming ecosystem.
Regional Sales Manager for Inari Medical developing and managing sales operations in the DC, Maryland, Virginia region. Responsible for leading account managers and expanding customer base with strong leadership skills.
Retail Sales Associate at Hudson, North America's leading travel retailer. Engaging customers with excellent service and managing stock duties at Ted Stevens Anchorage International Airport.
Territory Business Manager for Philips driving sales of Oral Healthcare products in dental practices. Building partnerships with dental professionals and achieving revenue growth expectations.
Clinical Specialist representing Philips’ VeriSight Pro 3D ICE catheter to Interventional Cardiologists and Electrophysiologists. Building relationships and providing technical and clinical support in assigned territories.