Milwaukee, Wisconsin, United States · Hybrid
$30k–$52k/yr
The Registered Funds Team provides accounting, pricing, and reconciliation services for our mutual fund and collective trust clients. This group is a growing team that continues to add to our client portfolio. With addit…
Skills: Written Customer Service, Communication, Interpersonal Skills, Critical Thinking, Analytical Skills
Kansas City, Missouri, United States · Hybrid
$51k–$91k/yr
The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential …
Skills: Client Onboarding, Account Setup, Asset Conversion, Financial Services, Custody Services
Kansas City, Missouri, United States · Hybrid
$58k–$109k/yr
As our Trust and Custody Operations Specialist, you will collaborate with internal partners and serve as a point of contact with external auditors for SSAE18 and SOC1 processes in assigned areas. You will also serve as a…
Skills: Compliance Testing, Internal Controls Documentation, Regulatory Compliance, Audit Management, Custody Operations
Plymouth, Wisconsin, United States · On-site
$51k–$91k/yr
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 wh…
Skills: Leadership, Associate Development, Banking Operations, Financial Services, Performance Coaching
Plymouth, Wisconsin, United States · On-site
$51k–$91k/yr
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 wh…
Skills: Leadership, Associate Development, Banking Operations, Financial Services, Performance Coaching
Kansas City, Missouri, United States · Hybrid
$51k–$91k/yr
As the Commercial Implementation Specialist, you will be responsible for leading and coordinating all aspects of the project life cycle with responsibility for the client journey through the implementation of new clients…
Skills: Project Management, Client Onboarding, Treasury Management, Program Implementation, System Design
Kansas City, Missouri, United States · Hybrid
$58k–$109k/yr
The Senior Payroll Analyst is part of the Payroll team, which is responsible for processing full-cycle, in-house payroll operations with multiple legal entities, over 5,000 employees, and within more than 40 state jurisd…
Skills: Workday Payroll, Financial Analysis, Advanced Excel, Payroll Tax Reconciliation, Compliance Auditing
Kansas City, Missouri, United States · Hybrid
$150k–$170k/yr
UMB’s Artificial Intelligence (AI) team is responsible for driving automation, data-driven decision making and software modernization using AI centric tools. Currently, we leverage machine learning, natural language proc…
Skills: AI Governance, Cybersecurity, Enterprise Architecture, Risk Management, Regulatory Compliance
Kansas City, Missouri, United States · Hybrid
$51k–$91k/yr
UMB’s Trust and Custody Operations department is the back-office support for our nationally recognized Corporate Trust and Institutional Custody service providers. As the Trust & Custody Operations Team Manager I, you wi…
Skills: Team Leadership, Income Processing, Bank Operations, Corporate Actions, Asset Transfer
Platteville, Wisconsin, United States · On-site
$51k–$91k/yr
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 wh…
Skills: Leadership, Associate Development, Banking Operations, Customer Service, Sales Coaching
Overland Park, Kansas, United States · On-site
$58k–$109k/yr
The Business Banking team actively calls on businesses that typically have annual revenue between $1MM and $20MM. The team includes relationship managers, client managers officers, treasury management officers and others…
Skills: Treasury Management, Payables Sales, Relationship Management, Prospecting, Networking
Platteville, Wisconsin, United States · On-site
$51k–$91k/yr
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 wh…
Skills: Leadership, Associate Development, Banking Operations, Financial Services, Performance Coaching
Albuquerque, New Mexico, United States · On-site
$30k–$52k/yr
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer fi…
Skills: Relationship Banking, Cross-selling, Financial Solutioning, Customer Relationship Management, Lead Generation
Albuquerque, New Mexico, United States · On-site
$30k–$52k/yr
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer fi…
Skills: Relationship Banking, Cross-selling, Financial Solutioning, Customer Relationship Management, Sales Prospecting
Kansas City, Missouri, United States · Hybrid
$45k–$79k/yr
The Institutional Custody team provides custody services to large global and domestic institutional clients. UMB entered the Institutional Custody space after noticing a need for our services from existing and potential …
Skills: Customer Service, Microsoft Excel, Financial Services, Custody Processing, Wire Transactions
Town and Country, Missouri, United States · On-site
$30k–$52k/yr
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer fi…
Skills: Relationship Banking, Cross-selling, Financial Solutioning, Customer Relationship Management, Lead Generation
Dallas, Texas, United States · On-site
$100k–$189k/yr
The Commercial Banking team actively calls on businesses that typically have annual revenue between $50MM and $500MM. The team includes relationship managers, treasury management officers and others that provide a suite …
Skills: Commercial Banking, Relationship Management, Credit Analysis, Prospecting, Underwriting
Kansas City, Missouri, United States · Hybrid
$69k–$132k/yr
Our Financial Planning and Analysis (FP&A) team provides strategic financial solutions to support UMB business partners. We foster a collaborative, inclusive environment built on trust, open communication, and continuous…
Skills: Oracle Analytics Cloud, Fusion Data Intelligence, OTBI, Oracle Financials Cloud, Dashboard Design
Fountain Hills, Arizona, United States · On-site
$20/hr–$21/hr
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer fi…
Skills: Relationship Banking, Cross-selling, Financial Solutioning, Lead Generation, Customer Relationship Management
Town and Country, Missouri, United States · On-site
$30k–$52k/yr
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer fi…
Skills: Relationship Banking, Cross-selling, Financial Solutioning, Customer Relationship Management, Lead Generation
Milwaukee, Wisconsin, United States • Hybrid
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Responsible for managing and responding to investor inquiries via email for various clients, ensuring accurate and timely responses. Collaborates with other departments to process tasks and assists with client conversions and report automation projects.
Requires a Bachelor's degree and two years of transaction processing or equivalent experience. Candidates must pass the Securities Industry Essential (SIE) test within nine months of hire.
Respond to incoming calls from and prospective shareholders
Assist shareholders with inquiries and provide account information
Answer questions regarding investment style, fund performance, account options and history
Analyze, research, and resolve shareholder concerns
Educate callers about funds and products
Process all transactions for shareholders
Record caller information and request mailing of appropriate fund materials
Provide excellent customer service
Updating SOLAR, our internal fund information database
Making outbound calls for clients of our Lead Generation project
We’re excited to talk with you if:
Bachelor’s Degree OR equivalent work experience
You have at least 6 months working in a customer facing environment that required direct in-person or phone interaction
US Employees in California, Washington DC, New Jersey, and New York:
$35,750 - $52,040US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:
$32,640 - $47,640US Employees in all other states not listed above:
$29,530 - $43,240The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.
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 opportunities. UMBers are known for having multiple careers here and having their voices heard.
UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [email protected] to let us know the nature of your request.
If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. Please review our social media disclosures here: https://www.umb.com/social-media-disclosures For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
Offices: 1010 Grand Blvd, Kansas City, MO 64106, US
UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. Please review our social media disclosures here: https://www.umb.com/social-media-disclosures For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.
Offices: 1010 Grand Blvd, Kansas City, MO 64106, US
