108 banking associate jobs found

Are you ready to be part of something more? You’re more than a means to an end—a way to help us meet the bottom line. UMB isn’t comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart. You’ll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunity. UMBers are known for having multiple careers here and having their voices heard. UMB’s bottom line is directly impacted by the growth of our commercial loan portfolio and revenue generating lines of business in Treasury Management and Commercial Card. The team consists of Commercial Relationship Managers, Treasury/Card Sales Officers, Account Executives, and Implementation Specialists. This team manages the commercial payments relationships throughout its life – developing meaningful...

Are you ready to be part of something more? You're more than a means to an end-a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another and their community. Expect more than the status quo. At UMB, you can expect more heart . You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust . We want you to do the right thing, no matter what. And, expect more opportunity . UMBers are known for having multiple careers here and having their voices heard. The CFO Administration team within UMB consists of multiple departments that report directly up to our Chief Financial Officer. UMB's CFO Administration team provides support in a multitude of areas and across all lines of business- whether its basic booking keeping of expenses or financial reporting, each role impacts the overall profitability and survivability of the company. The CFO Administration team is much...

In this position, you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients in Commercial Bank, supporting Treasury Management onboarding efforts across the entire Commercial footprint which includes set up of programs and any design. In this role, you will partner with Relationship Managers (RM), Treasury Management Officer (TMO), Commercial Service Specialists (CSS) and Commercial Account Specialist (CAS) to ensure seamless client onboarding journey. The Commercial Implementation Specialist is responsible for the management of multiple simultaneous projects with regular updates and reporting to senior level associates. This position is responsible for managing the overall development & deployment with each client including maintaining all Commercial Implementation project plans, compiling issues, and ensuring updates to the plans are documented. This position...

Duties & Responsibilities Join our UMB CLO Compliance & Analytics Team, where we handle critical financial modeling, reviewing, and stress testing of compliance models for Collateralized Loan Obligations (CLOs) and related transactions. As a Compliance Modeling Analyst, you'll ensure our models are meticulously developed, reviewed, and tested in alignment with transaction documentations to maintain top-tier quality standards.You will work closely with the VP of Analytics & Strategic Initiatives. While an in-person position at UMB's Orange County, CA office is strongly preferred, the role is open to remote applicants with the expectation of periodic travel. Model Development & Review: Develop and review financial models for CLO's and related transactions, interpreting transaction requirements, including, but not limited to: Rating Derivations, Recovery Rates, Concentration Limitations, Collateral Quality, Overcollateralization Tests, Interest Coverage Tests and...

Our Windows Infrastructure team provides support and maintenance of our Microsoft products (i.e. Windows, Office 365, Active Directory, Exchange) widely used across the UMB enterprise. They ensure these applications and services are performing at peak capacity to avoid any business disruption. As an Office 365 Systems Engineer , you will be supporting our Office 365 and Messaging environments used across the UMB enterprise. As you grow in technical expertise in one or more areas of specialization as well as leadership capabilities, your position and role within the team would advance and reflect this growth accordingly. This is a subset of the overall responsibilities which will include multiple initiatives as assigned by IT leadership. This role is hybrid (Mon through Thu on-site / Fri remote) at the UMB Technology & Operations Center located in downtown Kansas City, MO. How you will spend your time: Routinely work with vendors, project managers,...

Summary A Banking Center Manager I is an expert educator that is responsible for the overall success of the assigned banking center and provides periodic management support for other banking centers. A Banking Center Manager I is responsible for a profitable banking center through sales and promotion of bank products to qualified clients, ethical oversight of bank operations, adherence to all procedures to minimize losses to the Company, creation of a positive environment that provides superior client experience and associate engagement, and a positive leadership of banking center associates in all aspects of banking center operations. A Banking Center Manager I is typically assigned to banking center with portfolio of less than 2000 demand deposit accounts. Responsibilities Supervise banking center staff, including interviewing, hiring, coaching, scheduling, counseling, motivating, training, preparing and delivering performance evaluations, preparing and delivering...

Under general direction, the Treasury Management (TM) Sales Analyst supports the Treasury Management Officers (TMOs) in growing TM revenue. This position is responsible for the creation, analysis and delivery of proposals, RFPs, and sales presentations. The TM Sales Analyst performs pre-call planning, preparation and participates in joint sales calls with TMOs and Commercial Bankers. The TM Sales Analyst provides a high level of internal customer support through understanding and driving the sales culture and vision of the organization within the member banks, maintaining and delivering reporting and metrics; and managing all additional aspects of sales support in the sub lines of business. How you will spend your time: Develop proformas, proposals and customer profitability analysis for Treasury opportunities Prepare pre-call planning prep and materials for TM client and prospect meetings Coordinate proposal responses and works across business lines to gather...

The Consumer Performance and Risk Analyst is responsible for the development, maintenance and administration of key performance indicators and/or key risk indicators in the first line of defense in the Consumer line of business. The position will report to the The position will report to the Consumer Banking Standards, Performance, and Risk Manager, maintaining the standards of oversight for performance and risk management with the Consumer line of business by evaluating, producing, and reporting of Consumer operational performance and risk measurements. This person will assist in the development of key risk indicators reported and reviewed by the Consumer Compliance & Oversight team to assess inherent risks in branch operations. How you will spend your time: Reviewing weekly audit request postings for Retail and Private Bank- this includes the sample selection appropriate for the tasks reviewed, the tracking of such items, and any troubleshooting necessary with...

The Credit Administration team is responsible for company-wide credit oversight, including credit quality, policy, administration and credit related processes, with a focus on loan portfolio management and reporting, including segmentation and assessment of our exposures under normal and stressed scenarios. Within Credit Administration, the Appraisal Review team supports Commercial, Small Business and Consumer Lending. As a Senior Commercial Review Appraiser, you will ensure compliance with the valuation of real property as outlined in federal regulations and bank policy in order to mitigate risk. How you will spend your time: You will solicit bids from qualified appraisers, engage appraisals, and act as liaison during the appraisal process with appraisers and internal customers. You will complete internal evaluations and validations of commercial real estate properties. You will review and validate appraisals of complex and higher-risk commercial...

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can...

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can...

The Consumer Performance and Risk Analyst is responsible for the development, maintenance and administration of key performance indicators and/or key risk indicators in the first line of defense in the Consumer line of business. The position will report to the Consumer Banking Standards, Performance, and Risk Manager, maintaining the standards of oversight for performance and risk management with the Consumer line of business by evaluating, producing, and reporting of Consumer operational performance and risk measurements. This person will assist in the development of key risk indicators reported and reviewed by the Consumer Compliance & Oversight team to assess inherent risks in branch operations. How you will spend your time: Reviewing weekly audit request postings for Retail and Private Bank- this includes the sample selection appropriate for the tasks reviewed, the tracking of such items, and any troubleshooting necessary with the request to include further...

The Segment Marketing Manager position is a mid-level position that actively develops and drives specific segment(s) plans with oversight from Senior Segment Marketing Manager. This person partners collaboratively and cross-functionally with Marketing and Communications teams and other departments to fulfill plan deliverables across channels on time and on budget. The Segment Marketing Manager develops a deep understanding of segment behaviors, industry trends, and the competitive landscape to proactively provide education and strategic consultation to stakeholders and collaborative partners. This person also understands how line-of-business services, products, solutions, and the implementation and customer experience/care model meet the segment's needs. How you will spend your time: Development of marketing strategies and tactics that help the line of business meet their objectives. Educate internal Marketing and Communications team and cross-functional partners on...

UMB Personal Banking and Consumer Services offers financial solutions to customers, who value an individualized relationship and advisory experience. For more than a century, we’ve invested in our people as a resource who can help clients achieve their unique financial and lifestyle goals. We embrace our corporate values of honesty and integrity and contribute to UMB’s continued success. Inside our branches, you’ll find our “driving brand ambassador”, the Branch Manager. The Branch Manager is the frontline leader for the branch team and sets the tone to ensure our branch associates are eager to assist our customers, ensuring they are delivering on our promise of providing unparalleled customer service all while developing our associates and executing UMB’s retail strategy. The Branch Manager is responsible for overseeing all operational aspects of the branch and can assist our customers with teller transactions as well as a performing a variety of other banker functions....

AD FOR GOVERNANCE ROLE: UMB’s Corporate Legal department serves many lines of business throughout our footprint by providing legal education, counsel and advice.  They facilitate the needs of their clients (UMB Financial Corporation, its subsidiaries and its shareholders) through subject matter expertise, as well as relationships with outside counsel, where necessary. The Legal Counsel at UMB, works hand in hand with line of business leaders and stakeholders to research and advise on legal issues; evaluate, educate clients regarding, and help to minimize, risk; review, negotiate and draft agreements; participate in projects and process improvements; prepare and distribute regular status reports; summarize trends and issues. At UMB, we want to be everything to our clients. In order for us to support that, we strive to make our associates well rounded and encourage them to approach situations in a collaborative way. We provide the training and support to encourage...

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can...

Job Duties and Responsibilities: For the assigned business unit, Extensive in-house training throughout the Capital Markets Division (CMD). This program can range from 6 months to 1 years depending on the individuals experience and learning aptitude. Rotations in difference areas of the division my run from 1 day to 6 months or longer. Training schedules and progress discussions will be help throughout the training process Knowledge & Skills: MINIMUM: Obtain extensive knowledge about the capital markets and fixed income markets. A full understanding of a community banks balance sheet and the asset liability process. Full understanding of the CMD policies, procedures and systems, Completion of the series 7 and 63 prior to account assignments. Have a full understanding of the products and services offered through the CMD. Strong desire to be a commissioned sales representative. Strong interpersonal skills Functional computer skills PREFERRED: Strong oral and written...

UMB's Corporate Trust and Escrow Services is a nationally recognized and ranked provider of bond trustee and agency services to the corporate and municipal marketplaces. Our trust services reach beyond traditional offerings to servicing aviation, reinsurance and funeral trusts, while our agency business provides solutions for escrow and other transactional needs.?Our team provides bond trustee and agency services to municipal and corporate issuers of taxable or tax-exempt debt. We also provide escrow-related and custodial services to corporations, not-for-profits, partnerships, and other business entities and individuals. The Corporate Trust Relationship Manager III role supports our Corporate Trust team by acting as the main point of contact for our clients and ensuring we deliver the unparalleled customer experience. This role will provide highly complex support to an assigned group of the largest trustee clients with the most complex needs, resolving the most complex...

The EFT Risk Team monitors exposure limits/Overdrafts for ACH and Wire payments, and acts as gatekeeper for Internal Wire Authority requests. Managing the Risk of these tasks helps keep UMB from large losses. This team is essential in ensuring timeliness of processing as well as files and transactions are processed according to UMB’s Risk appetite. As the EFT Risk Specialist, you will focus your work on processing and reviewing Electronic Funds Transfers (EFTs) such as ACH and wires to limit risk for UMB and to ensure all accounts and funds are compliant. You are also responsible for reviewing daily domestic and international wires and ACHs. With the exposure to EFT accounts, this role is vital for risk management with Electronic Funds. This is a subset of the overall responsibilities which will include multiple initiatives assigned by Bank Operations leadership. This role is hybrid (Mon through Thu on-site / Fri remote) for candidates in the Kansas City...

As the leading line of business, UMB's bottom line is directly impacted by the growth of our Commercial Agricultural portfolio . The team consists of Portfolio Managers, Underwriters, Credit Analysts, Treasury Management and Commercial Card professionals, and Capital Markets partners. This team manages Ag relationships throughout its life - developing meaningful connections with the management of the companies they serve. Always mindful of the changes in the company, its industry, etc., over time that might create a change in their financial service needs. As the Client Manager you will manage a portfolio and will have a secondary focus on selling deeper into the customer relationship. You will have responsibility for a mid-to-large size portfolio including complicated credits. You will also grow revenue as directed by senior management to meet established goals by successfully prospecting new opportunities with existing clients and making appropriate referrals. How...

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a(n) Client Experience Associate within PNC's Retail Banking organization, you will be based in Warrenton, MO. PNC is an in-office company that fosters a collaborative and supportive culture where employees can thrive. We encourage candidates to connect with their recruiter and hiring manager to discuss workplace expectations and confirm branch hours and shift details for this location. PNC will not provide sponsorship for employment visas or participate in STEM OPT for this position. Job Description Delivers a unique customer experience aimed at improving customer financial wellbeing and...

Work at Home- Senior Coordinator- Small Business Banking More than just a bank, more than just a career. This is an opportunity to join our Small Business Customer servicing team in our Bank. You would be responsible for providing an unmatched Customer experience through first call resolution and deepening relationships with our Customers. You should be energized by connecting with Customers and be able to communicate in a clear and professional manner. You will use a variety of tools and will need to build deep knowledge of all of our Small Business products and services. Candidates should be flexible and willing to adapt to enhancements designed for the benefit of our Customers. Your voice is our voice. We'll champion you. It's important for our associates to have the necessary skills and know-how to succeed in their roles and provide exceptional servicing experiences to our customers. We invest heavily in both formal and informal learning and development...

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can...

Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing and potential clients to understand their financial needs, to deliver valuable products and services to meet those needs and to complete the account opening process accurately. Successful Personal Bankers are enthusiastic about delivering an excellent client experience; understanding and promoting bank products and services to individuals and companies; conducting accurate banking transactions in a fast-paced environment and working with a team to achieve individual and group goals. Responsibilities Provides "fast, easy, and personal" consistent with Company client service standards, including by resolving problems, building relationships, handling special requests, greeting clients in a friendly...