Jobs at UMB Banks

As a Wealth Advisor, you'll provide personalized financial advice while collaborating with a team to develop tailored wealth management strategies for clients.

The Wealth Advisor leads a team to deliver personalized financial advice, supports wealth management services, and collaborates on client strategies while ensuring high standards of care.

Manage review, drafting, and negotiation of third-party supplier contracts across services (software, financial, subscriptions, property, marketing, consulting). Partner with Legal, Risk, Compliance, InfoSec, Finance, and Business Operations to mitigate risk, track spend and renewals, use contract and risk software, and support stakeholders through moderately complex agreements and vendor research.

Lead strategy, development, and lifecycle management for consumer credit and debit card products. Create business cases and roadmaps, analyze KPIs and market data, partner cross-functionally and with external partners, drive product launches and enhancements, ensure compliance, and present initiatives to senior leadership to grow portfolio profitability and customer value.

The Sr. Commercial Relationship Specialist supports Relationship Managers and clients in Commercial Banking, ensuring effective communication and service for relationship management and post-closing requirements.

As a Client Advisor in Commercial Card, you will support clients with inquiries, provide training, improve processes, and ensure customer satisfaction.

Support Capital Markets operations by maintaining margin requirements, monitoring FX transactions and counterparty credit limits, partnering with Credit and Risk, identifying system/process solutions, and cross-training across trading, settlements, safekeeping, and funding operations.

Manage and train a small team of Loan Originator Assistants to support Mortgage Loan Originators. Oversee daily pipeline, ensure quality and timely loan delivery, assist with LOS, credit reports, AUS issue resolution, CRM support, referral tracking, and stakeholder relationships to drive mortgage sales and customer experience.

Manage a mid-to-large commercial loan portfolio, maintain client relationships, ensure credit quality and underwriting, identify cross-sell opportunities, and grow revenue through prospecting and referrals while coordinating with product teams.

Support Private Wealth Management operations by executing transactions, managing KPIs, performing quality control, liaising with front/middle offices and tech providers, delivering client-focused service, training and release management, and ensuring compliance with policies and controls while driving process improvements.

Coordinate and manage client relationships for Private Wealth clients, ensure standards of care, maintain engagement plans and CRM (Salesforce), support advisor teams with meeting prep and follow-up, plan client events, and ensure policy and regulatory adherence.

The Data Product Manager will lead cross-functional teams to create high-impact data products, translate business needs into technical requirements, and manage product roadmaps. Responsibilities include collaborating with stakeholders, optimizing product performance, and ensuring compliance with industry standards.

Serve customers in-branch by handling transactions and account maintenance, convert routine interactions into cross-sell opportunities, meet daily sales metrics, manage cash drawer and documentation, and develop referral and workplace-banking relationships.

Operate and maintain bank network infrastructure including incident response, moves/adds/changes, equipment installation/de-installation, capacity planning, switch/port and bandwidth monitoring, backup power verification, documentation, disaster recovery validation, and periodic travel to branch locations to support buildouts and troubleshoot network and phone circuits.

Develop and grow a commercial loan portfolio for mid-market companies ($50M–$500M), prospecting new clients, analyzing financials for credit decisions, and cross-selling treasury, virtual card, trust, and other bank products to increase profitability and retain/expand relationships.

Manage and grow a book of institutional asset management clients, serve as escalation point for complex client issues, onboard new clients, drive reporting and meeting cadences, coordinate internal partners, mentor other relationship managers, and support strategic planning while ensuring service levels and operational risk controls.

Lead and develop the Treasury Management Sales Analyst team to drive fee income and deposit growth, manage pipelines and forecasting, enforce risk and compliance, produce performance reporting, coach supervisors, and serve as escalation point while partnering with commercial leadership on revenue and optimization initiatives.

The Mutual Fund Institutional Specialist II processes mutual fund trades, ensures accurate transactions, resolves issues with NSCC settlements, and works with internal teams and brokers.

The role involves supporting Relationship Managers with client onboarding, account management, invoicing, and document control while handling financial transactions and reconciliation.

The Business Development Officer will originate and negotiate loans, maintain client relationships, assist in underwriting, and produce necessary reports while collaborating with executive management.