Private Banker II

Wichita KShybrid$118K – $173K

Posted today · via Workday

About this role

The Private Banker II (PBII) will source & maintain relationships with high-net-worth clientele. The PBII primarily delivers private banking credit and deposit solutions. 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. How you will spend your time: Call on prospective and existing high net worth clients to develop new business. Possess and maintain industry knowledge of trends, products, technology, and competition Maintain a client book of business. Execute an ongoing proactive client contact strategy utilizing Salesforce tool. Take active or leadership role in community, civic, and/or charitable organizations and events.…

Read the full description on Umb's site →

What we'd score you on

reqspace match rubric

Five dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.

1

Skills match

For this role: salesforce

2

Level fit

We check your title trajectory against the seniority signal of the role.

3

Domain experience

Your work in the role's domain matters more than your years total. We weight recent and direct experience.

4

Recency

A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.

5

Location fit

This role is based in Wichita KS. We weight your proximity and willingness to relocate.

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Skills in this role

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salesforce

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