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35 Jobs Found 

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Personal Banker I

UMB Bank

Raytown, MO
4 days ago
Raytown, MO
4 days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 1-year previous customer service or retail experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Personal Banker I

UMB Bank

Raytown, MO
4 days ago
Raytown, MO
4 days ago
**_Be part of something more._**
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
**_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
**_How you’ll spend your time:_**
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
**_We’re excited to talk with you if:_**
+ HS diploma or equivalent
+ 1-year previous customer service or retail experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
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Personal Banker II

UMB Bank

Independence, MO
4 days ago
Independence, MO
4 days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Personal Banker II

UMB Bank

Independence, MO
4 days ago
Independence, MO
4 days ago
**_Be part of something more._**
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
**_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
**_How you’ll spend your time:_**
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
**_We’re excited to talk with you if:_**
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Floating Personal Banker II

UMB Bank

Blue Springs, MO
30+ days ago
Blue Springs, MO
30+ days ago
**_Be part of something more._**
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
**_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
In addition to the regular responsibilities of a Personal Banker II, you will provide support to our branches in the Kansas City metro and surrounding cities and will require traveling to those branches on a need basis. Mileage reimbursement is provided to our Floating Personal Bankers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
**_How you’ll spend your time:_**
+ Create and expand relationships in your community through outbound calling efforts to customers.
+ Process customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
+ Continuous education and training empowering you to meet individual sales performance and operational goals.
**_We’re excited to talk with you if:_**
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Personal Banker I

UMB Bank

Grandview, MO
16 days ago
Grandview, MO
16 days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 1-year previous customer service or retail experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Personal Banker I

UMB Bank

Grandview, MO
16 days ago
Grandview, MO
16 days ago
**_Be part of something more._**
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
**_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
**_How you’ll spend your time:_**
+ Creating and expanding relationships in your community through outbound calling efforts to customers.
+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals.
+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
**_We’re excited to talk with you if:_**
+ HS diploma or equivalent
+ 1-year previous customer service or retail experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
**_Who we are_**
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Floating Personal Banker II

UMB Bank

Blue Springs, MO
30+ days ago
Blue Springs, MO
30+ days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
In addition to the regular responsibilities of a Personal Banker II, you will provide support to our branches in the Kansas City metro and surrounding cities and will require traveling to those branches on a need basis. Mileage reimbursement is provided to our Floating Personal Bankers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Create and expand relationships in your community through outbound calling efforts to customers.
+ Process customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
+ Continuous education and training empowering you to meet individual sales performance and operational goals.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
U
U

Floating Personal Banker II

UMB Bank

Raytown, MO
30+ days ago
Raytown, MO
30+ days ago
_Be part of something more._
A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.
_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company. The Personal Banker II role elevates what the Banker can do to assist our customers—which include (not limited to) opening accounts, accepting loan applications and processing wire transfers.
In addition to the regular responsibilities of a Personal Banker II, you will provide support to our branches in the Kansas City metro and surrounding cities and will require traveling to those branches on a need basis. Mileage reimbursement is provided to our Floating Personal Bankers.
As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.
_How you’ll spend your time:_
+ Create and expand relationships in your community through outbound calling efforts to customers.
+ Process customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and opening deposit and loan accounts.
+ Collaborate with internal partners, such as small business officers, mortgage officers, private wealth manager and others.
+ Continuous education and training empowering you to meet individual sales performance and operational goals.
_We’re excited to talk with you if:_
+ HS diploma or equivalent
+ 2 years retail banking including deposit, loan, and account opening experience
+ Ability to received NMLS registration within 90 days of start date
UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.
_Who we are_
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
O
O

Paraplanner

Old Mutual Wealth

Various UK Locations
12 days ago
Various UK Locations
12 days ago

Paraplanner

Ref: 00000194-16
Country: UK
Location: Various UK Locations
Company: Quilter Private Client Advisers
Department: Operations
Type of Contract: Permanent
Closing Date: 25 February 2021

The main purpose of this role is to provide Paraplanning support to Quilter PCA advisers to ensure full preparation of all necessary documentation & information for recommendation to be delivered by advisers.
This is a challenging and interesting role and would suit an individual with good Paraplanning/Report Writing experience and in depth knowledge of the financial services industry.
Quilter Private Client Advisers advise individuals with high levels of investable assets and the role will involve working on suitability reports that frequently involve a range of sophisticated products and taxation aspects.
Ability to work as part of a team and use own initiative when required.

About Us

At Quilter Private Client Advisers, we provide first-class financial advice to clients across the UK.  When it comes to finances, security and peace of mind are extremely important.  Our aim is to secure our clients' financial future by building a long-term relationship with them and by giving advice they can trust.  Our purpose is to help them achieve prosperity, security and peach of mind through expert financial planning.

We understand that a financial journey lasts a lifetime, from your first savings or home purchase through to inheritances and retirement.  We can help our clients to grow, protect, enjoy and then pass on their wealth.

Quilter Private Client Advisers is part of Quilter Financial Planning, the largest financial advice network in the UK, which in turn is owned by Quilter, a leading provider of advice, investments and wealth management both in the UK and internationally, managing over £118.7 billion of investments on behalf of over 900,000 customers (as at October 2019). Quilter plc, our group holding company, is listed on the London and Johannesburg stock exchanges.

About the role

• The provision of in-depth reports and analysis to Advisers to enable them to present recommendations to clients
• Liaison with Advisers to determine the most appropriate recommendations for clients financial planning
• From the information provided by the Adviser determine the most appropriate solution and recommendations to meet the clients’ needs
• Determine the most appropriate way of presenting the report and ensure that it contains all the necessary information
• Ensuring that all work is completed within the required timescales and to the standards required
• Ensure that you have a thorough understanding of Quilter Treating Customers Fairly (TCF) philosophy and your role within this.
• In your role you should constantly ensure that customers are being treated fairly and highlight any situations where you believe this is not the case.
• Keep your TCF knowledge up to date through the training provided.
• Providing Paraplanning services to Financial Advisers within FCA Regulations

About you

• Proficient in the use of Microsoft Office including Word, Excel and Microsoft outlook
• Knowledge of Financial Services Industry providers, platforms, analytical tools such as Defaqto Engage and Analytics, X-Plan desirable
• Excellent communication skills, both oral and written, including being proficient in the use of technology
• Excellent report writing and presentation skills
• GCSE Mathematics and English at grade “C” or higher as a MINIMUM
• CII QCF Level 4 Diploma qualified or equivalent (or very close to achieving)
• Analytically minded,
• Good interpersonal skills
• Valid work permit for permanent work in the UK

Benefits

No matter what job you do you should feel valued and appreciated.  That's why we offer a competitive total reward package, which enables our employees to share in the success they help to create.

Core Benefits (Perm)

Holiday:  26 days

Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions

Private Medical Insurance:  Single cover as standard, cover can be increased at your own cost

Life Assurance:  4x your salary, cover can be increased at your own cost

Income Protection:  75% of salary payable after 26 weeks of absence


Core Benefits (Fixed Term Contract)

Holiday: 26 days

Quilter Incentive Scheme:  All employees are eligible to participate in our incentive scheme, based on the company's performance and their contribution to it

Pension Scheme:  10% non-contributory company pension scheme that can be boosted through personal contributions

Benefit Allowance:  A cash benefit allowance is payable in lieu of some of our core benefits


In addition to our core benefits we offer a range of flexible benefits that you can choose from and pay conveniently via a salary deduction.


Our promise

At Quilter, we're committed to creating an inclusive culture that embraces diversity. We promote equal opportunities and make sure no applicant receives less favourable treatment on the grounds of gender, marital status, nationality, ethnicity, age, sexual orientation, responsibilities for dependants, physical or mental disability. We select candidates for interview based purely on their skills, qualifications, experience and potential.

Further information about this vacancy can be found within the job description below

Posted

4 days ago

Description

_Be part of something more._


A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.


_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 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 Personal Bankers eager to assist our customers. As a Personal Banker at UMB, you'll be on the front lines, responsible for delivering on our promise of providing unparalleled customer service. We believe in training our Personal Bankers to be true experts, meaning that in many situations, we hope you'll be able to say "Let me help you with that", instead of "You'll need to talk to someone else for that." UMB's Personal Bankers are known for being on a first-name basis with their customers, with many associates developing a large clientele or growing into other positions across the company.


As we shift our focus toward Inspire Action, we encourage and empower associates to be thought leaders and influencers, going beyond “friendly banker” to step into the role of partner to our customers. If you're hungry to learn and grow, this is a great time to become a Personal Banker at UMB.


_How you’ll spend your time:_


+ Creating and expanding relationships in your community through outbound calling efforts to customers.

+ Processing customer account maintenance and standard branch transactions such as: address changes, check cashing, deposits and withdrawals.

+ Collaborating with internal partners, such as small business officers, mortgage officers, private wealth manager and others.


_We’re excited to talk with you if:_


+ HS diploma or equivalent

+ 1-year previous customer service or retail experience

+ Ability to received NMLS registration within 90 days of start date


UMB Financial Corporation is an equal employment/affirmative action employer. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com or call 816-860-7972 to let us know the nature of your request.


_Who we are_

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.
Source: UMB Bank