Jobs at UMB Banks

Provides operational support for money market and mutual fund securities processing, including quality control, transaction approvals, daily balancing, accrual processing, security and portfolio setups, revenue-sharing reconciliation, reporting, issue documentation, system testing, and escalation research. The role also supports cross-training and coverage across shared services teams while assisting internal and external partners.

Build and manage a commercial loan portfolio by prospecting for new Commercial and Industrial clients, expanding and retaining existing relationships, and advising businesses on credit and banking products. The role analyzes client financial needs, qualifies businesses for products and services, coordinates internal specialists, and drives bank profitability. Candidates need commercial banking sales experience, credit and underwriting knowledge, and a bachelor's degree or equivalent experience.

Supports UMB’s Corporate Legal team by conducting legal research and writing, learning about financial services laws and regulations, and working with clients and legal colleagues to provide advice and creative solutions across banking and corporate business areas.

Supports Trust and Custody Operations by establishing and updating securities, processing internal requests, responding to client inquiries, resolving issues, and ensuring accurate processing. The role requires strong communication, attention to detail, adaptability, and problem-solving in a fast-paced environment. Associates also cross-train with teammates and serve as subject matter experts in operational processes.

Provides production support for fraud and payment applications, including monitoring, troubleshooting, maintenance, solution development, testing, and implementation. Coordinates with application, infrastructure, vendor, and business teams to resolve issues and deliver fraud-system enhancements, including automated customer notifications. Requires application support experience, Visa Featurespace familiarity, SQL expertise, and knowledge of enterprise technologies and operating systems. The role is hybrid, with four days onsite in Kansas City.

Leads legal administration for registered fund clients, overseeing regulatory filings, registration statements, board and shareholder meetings, client relationships, compliance monitoring, billing, process development, and a team of regulatory administrators. Coordinates with counsel, trustees, auditors, regulators, vendors, and internal stakeholders while ensuring SEC, FINRA, IRS, and GAAP compliance. Manages hiring, performance, workloads, training, deadlines, and departmental operations.

Reviews and resolves documents that are not in good order for subscriptions and tendering. Contacts clients or appropriate parties by email, phone, or mail to obtain missing information, ensure compliance, track issues, compile sales logs, and support client satisfaction. Responsibilities increase in complexity as proficiency develops.

Support annual audit preparation for alternative investment fund clients by operating Excel and accounting systems, summarizing financial data, reconciling and cleaning records, preparing information for audited financial statements, and partnering with fund accounting teams to ensure accuracy, completeness, and client satisfaction. The role offers practical experience in audit, accounting, financial reporting, and alternative investments.

Balances and reviews transactions for alternative investment accounts with penny-level accuracy, supports accurate new-fund setup, and advances through a dual-control reviewer process. Responds to client inquiries by phone and email to maintain customer satisfaction. Requires a bachelor’s degree, account balancing experience, and at least six months of direct customer support experience. Mutual fund, alternative investment, and transfer agency experience are preferred.

Supports the Tax Accounting Alternative Investments team by gathering and tracking client tax documents, preparing initial tax returns and workpapers, communicating with clients, and distributing tax documents to investors. The internship provides practical experience with tax accounting processes, Excel, UMB systems, deadlines, and client service while increasing responsibility over time.

Supports Specialty Corporate Trust Relationship Managers with client administration, including maintaining account records, processing updates, managing document control, invoicing, routing correspondence, facilitating legal document execution, and preparing transaction packages. The role helps onboard and administer trust transactions in a fast-paced financial services environment with recurring deadlines and cross-functional collaboration among relationship managers, legal staff, and clients.

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.

Processes third-party legal documents, including subpoenas, garnishments, tax levies, and warrants. Reviews requests for accuracy and compliance with applicable state and federal laws, communicates with agencies and customers, gathers information across systems, tracks deadlines, and helps minimize litigation and financial risk. The role requires strong organization, attention to detail, communication, customer service, and knowledge of banking, financial services, or legal operations.

Prepares and reviews general ledger and DDA account reconciliations across multiple business lines. Researches exceptions, assesses financial risk and potential fraud or loss, resolves balancing issues with business partners, supports audits, assists with employee training, and contributes to quarterly reviews and project implementations. This hybrid role requires strong accuracy, accounting knowledge, and collaboration.

Supports accounting, bookkeeping, pricing, reconciliations, trade entry, general ledger functions, and financial reporting for alternative investment fund clients. Prepares investor statements, verifies data accuracy, operates Excel and internal accounting systems, and communicates with clients regarding requests and correspondence. The intern will develop progressively complex accounting skills while gaining client contact and opportunities to train and review peers.

Supports the Specialty Corporate Trust team by partnering with Relationship Managers and coordinating client account updates, system setups, note transfer documentation, audit confirmations, record keeping, and system maintenance. Reviews shared mailbox requests, prioritizes high-volume activities, resolves operational issues, manages processing risks, and serves as a liaison between Bond/Loan Operations and Relationship Managers.

Provides technical, operational, and product support for commercial treasury customers. Responsibilities include onboarding services, updating user access, delivering product education, troubleshooting technical and transactional issues, coordinating documentation, supporting treasury officers, and partnering with internal teams to resolve customer needs. The role requires customer service, technical support or operations experience, familiarity with networks and internet protocols, knowledge of online security, strong communication, organization, attention to detail, and the ability to resolve routine to moderate technical issues.

Manages complex CLO corporate trust accounts and provides high-level client service. Responsibilities include billing, transaction closings, cash and investment transactions, debt service calculations, payments, compliance monitoring, legal document review, business pricing, process improvement, system testing, training, and issue resolution. The role also supports new business development, serves as a CLO subject matter expert, leads operational improvements, and provides indirect guidance to junior associates.

Drives sales and business development for brokerage, insurance, investment advisory, and trust products. Builds long-term prospect and client relationships, executes territory sales plans, assesses client risk, explains investment solutions, and partners with service teams to support clients’ financial objectives. Requires extensive financial advisor or investment sales experience, securities and insurance licensing, regulatory knowledge, and strong communication skills.

Underwrite and manage a commercial banking portfolio serving upstream and midstream oil and gas clients. Responsibilities include analyzing Reserve Based Loans, managing credit approvals and documentation, maintaining portfolio quality, servicing clients, expanding relationships, cross-selling bank products, tracking portfolio data, and supporting revenue and portfolio growth.