Kansas City, Missouri, United States · On-site
$21/hr–$22/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, Customer Relationship Management, Lead Generation
Braintree, Massachusetts, United States · Remote OK
$150k–$180k/yr
As a leading financial services and healthcare technology company based on revenue, SS&C is headquartered in Windsor, Connecticut, and has 27,000+ employees in 35 countries. Some 20,000 financial services and healthcare …
Skills: Program Management, Strategic Planning, Agile Leadership, Account Management Operations, Data Analysis
Kansas City, Missouri, United States · On-site
$21/hr–$22/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
Kansas City, Missouri, United States · On-site
RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputati…
Skills: Income Tax Planning, Tax Compliance, Client Service, Engagement Management, Team Leadership
Kansas City, Missouri, United States · On-site
RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputati…
Skills: Income Tax Planning, Tax Compliance, High Net Worth Individual Taxation, Trust Income Tax, Client Relationship Management
Kansas City, Missouri, United States · On-site
RubinBrown is one of the nation’s leading accounting and professional consulting firms with a commitment to building personal relationships and delivering totally satisfied clients. The RubinBrown name and reputati…
Skills: Tax Return Preparation, Tax Research, Tax Planning, Financial Consulting, Client Relationship Management
Kansas City, Missouri, United States · Hybrid
$39k–$69k/yr
The Wire Investigations team handles requests for wires that have already been processed. This can include, but not limited, to amendments (updating a wire), traces (locating the wire), and recalls (the wire needs to be …
Skills: Wire Investigations, Financial Processing, Customer Service, Risk Mitigation, Time Management
Kansas City, Missouri, United States · Hybrid
$75k–$125k/yr
#LI-KW1 #LI-Hybrid CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and te…
Skills: Customer Service, Insurance Industry Knowledge, Verbal Communication, Written Communication, Technology Proficiency
Kansas City, Missouri, United States · Hybrid
Overview Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six cont…
Skills: Contract Lifecycle Management, Legal Operations, Process Optimization, Project Management, Data Analysis
Chicago, Illinois, United States · On-site
Thornton Tomasetti applies engineering and scientific principles to solve the world’s challenges. An independent organization of creative thinkers and innovative doers collaborating from offices worldwide, our mission is…
Skills: Accounts Receivable, Collections, Communication, Microsoft Excel, Problem Solving
Kansas City, Missouri, United States · Hybrid
Overview Connecting clients to markets – and talent to opportunity. With 5,400+ employees and over 80,000 institutional, commercial, and payments clients, we operate from more than 80 offices spread across six cont…
Skills: Indirect Tax, Sales And Use Tax, VAT, GST, Tax Compliance
Santa Barbara, California, United States · Hybrid
$109k–$143k/yr
ABOUT ARTERA Our Mission: Make healthcare #1 in customer service. What We Deliver: Artera is an agentic company strengthening how healthcare providers communicate and care for patients. As an agentic partner, we bring ov…
Skills: ASC 606, Revenue Recognition, SaaS Accounting, NetSuite, Salesforce
Kansas City, Missouri, United States · On-site
At Emprise Bank, everything we do is focused on empowering people to thrive. We proudly work to provide an extraordinary customer experience to help our customers achieve their goals. The Senior Commercial Banker is resp…
Skills: Commercial Lending, Business Development, Portfolio Management, Financial Statement Analysis, CRE Lending
Kansas City, Missouri, United States · On-site
Company Description Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content…
Skills: Cash Handling, Customer Service, Basic Mathematics, Currency Knowledge, Compliance
Overland Park, Kansas, United States · On-site
MARKET PRESIDENT Position Summary The Market President serves as the senior executive and strategic leader for Hawthorn Bank within the assigned market. In this capacity, you will drive the overall growth, profitability,…
Skills: Executive Leadership, Business Development, Credit Underwriting, Financial Statement Analysis, Portfolio Risk Management
Kansas City, Missouri, United States · On-site
$17/hr
Company Description Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content…
Skills: Financial Control, Cash Handling, Gaming Regulations Compliance, Auditing, Customer Service
Kansas City, Missouri, United States · On-site
Company Description Boyd Gaming Corporation has been successful in gaming jurisdiction in which we operate in the United States and is one of the premier casino entertainment companies in the United States. Never content…
Skills: Money Handling, Supervision, Compliance Monitoring, Customer Service, Audit
Kansas City, Missouri, United States · Remote OK
Traction Forge Financial, leveraging the strength of GFI, is expanding throughout Missouri and seeking motivated individuals who are passionate about helping others while building a rewarding career in financial services…
Skills: Financial Consultation, Retirement Planning, Investment Strategy, Wealth Accumulation, College Planning
Kansas City, Missouri, United States · Remote OK
At Traction Forge Financial, leveraging the strength of GFI, we are committed to helping individuals, families, and small business owners across Missouri build stronger financial futures through education, personalized g…
Skills: Financial Consulting, Financial Strategy, Retirement Planning, Wealth Accumulation, Investment Planning
Kansas City, Missouri, United States · On-site
$50k–$50k/yr
Job DetailsLevel: ExperiencedJob Location: Kansas City, MO 64111Position Type: Full TimeEducation Level: 2 Year DegreeSalary Range: $50,000.00 - $50,000.00 SalaryTravel Percentage: NegligibleJob Shift: DayJob Category: N…
Skills: Grant Reporting, Compliance Management, Public Administration, Financial Reporting, Cross-functional Coordination
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Build customer relationships by identifying financial needs and recommending appropriate banking products and services. Drive business growth through lead generation, referral networks, and meeting daily performance metrics.
Requires a high school diploma and at least one year of retail experience involving customer engagement and sales recommendations. Must be able to obtain NMLS registration within 90 days and have reliable transportation for branch hours.
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 financial solutions to help customers secure their financial well-being while making banking easy.
UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.
Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.
How you will spend your time:
• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned
We’re excited to talk to you if:
• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have a HS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days
Target pay: $21-22/hr
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
There are currently 633 open finance & accounting positions in Kansas City, MO listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Lockton, UMB Bank, Commerce Bank, H&R Block, RubinBrown LLP, among others. Browse the listings above to see every active employer.
Yes — 242 of the 633 open finance & accounting positions offer remote or hybrid work (64 remote, 178 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
