Not-for-Profit & Foundation Svcs Officer

St. Louis, MO 63102  City/St. Louis Job Category: Sales/Retail/Business Development At UMB, you can count on more. It's a commitment that defines everything we do. And it's the reason why we've grown from a small storefront bank in 1913 to a multi-billion dollar holding company today. Building your career here means doing more for your customers. It means going above and beyond on a daily basis. And more than anything else it means being part of a tradition of excellence that is second to none. Of course, as much as we count on more from you, you can count on more from us. We provide the advantages you expect from a financial leader, and more. We provide the training, the support and the opportunities you need to grow in your career. Best of all, our culture is open, innovative and responsive to our associates.Job Description Responsibilities:Provide leadership for Not-for-Profit & Foundation Services; develop a strategic program for Not-for-Profit & Foundation Services throughout the UMB St. Louis market area marketing products, services and administration of accounts; facilitate relationship enhancement with clients by managing a calling program for Not-for-Profit & Foundation Services; identify market trends as they apply to Not-for-Profit & Foundation Services introduce and generate revenue for multiple UMB lines of business to all Not-for-Profit & Foundation Services client and prospects; coordinate opening of new accounts upon the receipt of acceptable documents, gathers assets and obtains any elements. performs required account reviews; participates on committees, attends meetings and functions as deemed necessary by Management; informs and communicates directly with Community Redevelopment Act (CRA) officer regarding activities, services and other actions as required to comply with Community Redevelopment Act (CRA); meets with representatives of nonprofit organizations for new business development and opportunities for UMB Banking, Treasury Management, Investment & Wealth Management, Consumer Services and Commercial Services; observe & identify programs and facilities that enhance UMB?s community development; keep current on Federal & State legislation regarding Not-for-Profit and Foundation Services; maintain and live tenants of The Unparallel Customer Experience (TUCE) for both internal & external customers; provides relationship enhancement through monthly customer contact by phone, in person, or correspondence; identify as prospects at Not-for-Profit organizations their Board of Directors for specific introduction to Private Banking associates; develops relationships with center of influences such as attorneys, financial advisors, and accountants that enhance business opportunities; achieve annual financial goals as stated in the annual Business Plan & Performance Objectives; participates in seminars and other forums to enhance relationships with nonprofit board members and directors; actively update, maintain and keep current on Clientlink; models leadership behaviors in order to instill those behaviors into the culture of Investment & Wealth Management; remains current and maintains any continuing education requirements necessary for compliance and current license and certifications; coordinate monthly account reviews with members of Investment & Wealth Management teammates as well as related line of business as needed; initiates and leads pre-call plan for client and prospect meeting for all Not-for-Profit Foundation Services; holds monthly group meetings with Investment & Wealth Management teammates and Commercial Client Managers (meeting to include prospect activity and review of current client strategies); create a framework for relationship enhancement that provides maximum value to the client.Requirements:Must have 7-10 years experience in private foundation, nonprofit or trust administration; extensive knowledge of Trust, Investment and Bank products and services; background in Trust or Financial Planning, particularly Not-for-Profit and Foundation Services; working knowledge of investments, banking and credit; good organizational and management skills (e. g. coaching, teaching, supervisory); good work habits and attendance. https://recruiter.kenexa.com/umb/cc/CCJobDetailAction.ss?command=CCViewDetail&ccid=bupJEdUjsTs%3D&job_REQUISITION_NUMBER=27414 . For more information about UMB, please visit our web site at www.umb.com. We are an Equal Opportunity Employer. M/F/D/V. UMB employs more than 3,000 associates and operates banking centers across Missouri, Illinois, Colorado, Kansas, Oklahoma and Nebraska. Subsidiaries of the holding company and our lead bank, UMB Bank, n.a., include an investment services group based in Milwaukee, and single purpose companies for brokerage services, consulting services and insurance. UMB offers a wide array of financial products and services for both individuals and businesses, including loans, trust and wealth management products, treasury management, financial counseling, investments, custody, brokerage services, credit cards, deposit accounts and much more. Our team of dedicated associates is proud to be part of a longstanding tradition of delivering the unparalleled customer experience, and showing customers they can count on more from UMB.