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 careers.umb.com 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
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.
Institutional Fixed Income Sales Representative
1010 Grand Blvd