Job Description
**Duties & Responsibilities**
The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. 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.
Duties will include:
+ Call on prospective and existing high-net-worth clients to develop new business.
+ Possess and maintain industry knowledge of trends, products, technology, and competition.
+ 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...
The Private Banker I (PBI) sources & maintain relationships with high-net-worth clientele. The PBI primarily delivers private banking credit and deposit solutions and may comanage and partner alongside a Senior Private Banker as assigned. 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.
Duties will include:
+ Call on prospective and existing high-net-worth clients to develop new business.
+ Possess and maintain industry knowledge of trends, products, technology, and competition.
+ 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...