Technical Sales Specialist at OPAL - RT working with clients in APAC. Engaging in sales proposals, customer needs assessment, and product presentations while enhancing real - time simulation technologies.
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
Area Sales Manager overseeing sales activities and managing key dealer acquisition in the South Florida region for Daikin Comfort Technologies.
Account Manager delivering actionable media recommendations for brand clients in CPG and OTC sectors. Collaborating on analytics, insights, and client relationships in a fast - paced environment.
Senior Manager managing global sales communications and internal processes at NTT DATA. Liaising with Finance and Marketing to drive Sales Talent and Engagement initiatives while managing budgets.
Sales Excellence Head at Hitachi Energy transforming global sales processes and driving performance improvements. Overseeing sales strategy, technology adoption, and analytics for scalable growth.
Sales Associate providing personalized customer experiences at Urban Outfitters. Engaging customers through advice, product knowledge, and technology for a seamless shopping experience.
Sales Associate driving sales and providing a unique customer experience at Anthropologie store in Huntersville, North Carolina. Engaging customers and supporting a positive shopping environment.
Real Estate Sales Intern supporting leasing operations in Toronto. Assisting with resident engagement activities and providing exceptional customer care during peak leasing season.
Technical Sales Consultant demonstrating cloud solutions for public management and supporting sales. Engaging in public bidding processes and compliance analysis in Brazil.
Sales Specialist selling Credit Risk Solutions to corporate markets. Managing territory of corporate accounts and building relationships with finance and procurement leaders.