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Investigate and resolve domestic and international wire payment issues (amendments, traces, recalls). Communicate with clients and banks, analyze ISO wire text, process exceptions, reconcile accounts, support wire settlements (NSCC/DTCC), and maintain accurate documentation and balances. Support system reporting and resolve general ledger discrepancies.

The Manager of Tax and Accounting Services oversees tax associates, ensures compliance with tax regulations, reviews tax returns, manages projects, and promotes client relationships.

Manage and grow a commercial banking portfolio for companies with $50M–$500M revenue. Prospect for new C&I clients, expand and retain relationships, analyze credit and financials, and cross-sell treasury, virtual card, trust, and other bank products.

Lead and coordinate end-to-end onboarding projects for commercial clients, focusing on Treasury Management implementations. Manage multiple projects, develop and maintain implementation plans, coordinate internal resources and client communications, provide training, oversee testing and handoffs, resolve issues/escalations, and ensure timely delivery and documentation.

The Financial Advisor is responsible for sales, business development, and client relationship management for investment services, requiring 7 years of experience, specific licenses, and strong financial planning knowledge.

Oversee and review work of Fund Administrators, ensuring accuracy of financial statements, board materials, compliance tests, and distributions. Coordinate audits with lead administrator and external auditors, respond to client inquiries, perform final reviews for client board meetings, and handle other assigned fund administration duties.

The Legal Counsel provides legal education, counsel, and advice, assists in governance, compliance, and relationship management, and supports SEC documentation and corporate governance efforts.

The Commercial Relationship Manager builds and manages a portfolio, develops client relationships, and assesses financial needs to drive sales for UMB's commercial banking services.

The Workflow Developer will design and implement technical business processes using ServiceNow BPM tools, translating requirements into workflows while optimizing business efficiency and supporting financial services operations.

Perform general ledger accounting, enter trade information, price securities, reconcile accounts, and prepare client financial statements and reports. Ensure data accuracy, operate Excel and UMB accounting systems, interact with clients to address requests, and progressively take on more complex tasks and peer review responsibilities.