UMB Bank IBD Fixed Income Sales Rep in Kansas City, Missouri

What You'll Do:

This role is responsible for leveraging commercial/treasury relationships to enhance utilization of cash management and short term investment products for assigned clients.

  • Sell cash management and short term investment products to commercial customers within approved policy and regulatory guidelines

  • Partner with commercial sales team to expand existing customer relationships

  • Partner with other money desk associates on a daily basis to execute transactions and service customers

  • As appropriate partner with management and marketing teams to identify and build out additional products needed to be successful

  • 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

Culture of Diversity and Inclusion: We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.

Please visit us at to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.

Who You Are:

  • Bachelor's Degree in relevant field or four additional years of relevant work experience

  • NASD Series 7 & 63, or obtain within six (6) months of hire

WW :


In this Role, You will Need:

  • Strong understanding of fixed income markets

  • Strong partnering skills across line of business

  • Customer service skills, analytical skills and interpersonal skills.

  • Written and verbal communication skills

  • Microsoft Office suite skills


We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!

What you'll get:

Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!

Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Job Title:

Institutional Fixed Income Sales Representative

Work Schedule:

Monday-Friday: 8:00am-5:00pm

Division Name:

Institutional Banking

Requisition Number:



1010 Grand Blvd


Kansas City


Full Time