Private Banker II
Listed on 2026-11-06
-
Finance & Banking
Financial Sales, Banking & Finance
Hybrid
Wichita KS
Full time
R-9596
The Private Banker II (PBII) will source & maintain relationships with high-net-worth clientele. The PBII primarily delivers private banking credit and deposit solutions. Additionally, will partner with wealth management, retail, commercial banking & other lines of business to provide financial solutions across the UMB footprint through an exclusive delivery model.
How you will spend your time:Call on prospective and existing high net worth clients to develop new business.
Possess and maintain industry knowledge of trends, products, technology, and competition
Maintain a client book of business.
Execute an ongoing proactive client contact strategy utilizing Salesforce tool.
Take active or leadership role in community, civic, and/or charitable organizations and events.
Actively participate with wealth team in development of key customer plans & reviews.
Develop relationship with COI's (i.e. realtors, attorneys, financial advisors, accountants) that will generate business opportunities.
Participation and attendance at meetings and functions as assigned.
Engage with clients through company sponsored activities and events.
Meet individual/team performance and operational goals.
Other duties as assigned.
College degree or 7 years’ experience in direct financial sales
5 years of wealth management/private banking experience in the financial services industry
Possess valid drivers' license and have independent transportation
NMLS registration within 90 days Expertise in mortgage and consumer lending
Strong presentations skills
Excellent verbal and written communication skills
Proficient in use of Microsoft Office (Word, Excel, and Outlook)
Address customer concerns and needs
Ability to work with high-net-worth clients & prospects of varied backgrounds & experiences
Analyze and interpret client financial statements and tax returns
Demonstrates knowledge of Trust & Bank products & services (i.e. Investments,
Insurance, Brokerage, & Retirement Planning)
Proven success in financial services and sales
This position was posted on 11/02/2026. The Final date to receive applications for this position is 45 days from the posting date unless filled earlier.
Compensation Range:$117,900 - $173,393
The 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.
- 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…
(If this job is in fact in your jurisdiction, then you may be using a Proxy or VPN to access this site, and to progress further, you should change your connectivity to another mobile device or PC).