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Bond Sales Trainee I - CMD

Key Facts

Remote From: 
Internships
Junior (1-2 years)
English

Other Skills

  • Customer Service
  • Computer Literacy
  • Non-Verbal Communication
  • Social Skills

Roles & Responsibilities

  • High School Diploma or Equivalent
  • Six months of Customer Service or similar experience
  • Completion of the Series 7 and 63 prior to account assignments
  • Bachelor's Degree in Communications, Business, or Finance

Requirements:

  • Participate in extensive in-house CMD training with rotations across the division (durations ranging from 1 day to 6 months or longer).
  • Attend training schedules and progress discussions throughout the program.
  • Gain knowledge of capital markets and fixed income markets, the CMD's products and services, and CMD policies, procedures, and systems.
  • Prepare for the Series 7 and 63 licensing process and develop readiness for a commissioned sales role.

Job description

Job Duties and Responsibilities: For the assigned business unit, Extensive in-house training throughout the Capital Markets Division (CMD). This program can range from 6 months to 1 years depending on the individuals experience and learning aptitude. Rotations in difference areas of the division my run from 1 day to 6 months or longer. Training schedules and progress discussions will be help throughout the training process Knowledge & Skills: MINIMUM: Obtain extensive knowledge about the capital markets and fixed income markets. A full understanding of a community banks balance sheet and the asset liability process. Full understanding of the CMD policies, procedures and systems, Completion of the series 7 and 63 prior to account assignments. Have a full understanding of the products and services offered through the CMD. Strong desire to be a commissioned sales representative. Strong interpersonal skills Functional computer skills PREFERRED: Strong oral and written communication skills Requirements: MINIMUM: High School Diploma or Equivalent Six months Customer Service or similar experience PREFERRED: Bachelor’s Degree in Communications, Business, or Finance Work Environment: Normal office environment, some travel required

Compensation Range:

$43,000.00 - $82,590.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

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.

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 diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

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