Ibd Investment Officer

Description:

Be part of something more.

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

This role is responsible for selling investment securities to assigned correspondent bank or non bank institutional clients. Sell investment securities to assigned correspondent bank or non bank institutional clients within approved policy and regulatory guidelines Partner with sales team to expand existing customer relationships Work closely with partners (sales, product, marketing) to reconcile and execute on the customer and market intelligence obtained through analytics and substantive feedback back into product strategy Support business development effort through calling by phone and in person, direct mail, presentations and referrals Other duties as assigned Bachelor's Degree in relevant field or four additional years of relevant work experience NASD Series 7 & 63, or MSRB 52

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.