UMB Bank Operations Associate in Kansas City, Missouri

Additional Information:

This position will be a team member within the Corporate Trust Bond Operations dept. Responsibilities will include establishing new bond issue information, bondholder and payment information and other pertinent information within the bond shareholder system. The associate will also assist with the FRAC process, approving new cusips with DTC at the time of a new bond issue closing. Other duties include reviewing new issue setups, establishing wire setup information and 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.

Minimum Knowledge and Skills:

-Demonstrates ability to communicate clearly with coworkers and managers

-Demonstrates ability to process data accurately

-Demonstrates ability to create system reports and basic data proofs

-Demonstrates general knowledge of Microsoft Office Products

-Demonstrates strong attention to detail

-Demonstrates basic problem solving skills

Preferred Knowledge and Skills:

-Demonstrates ability to work effectively in a team environment

-Ability to perform 10-key by touch

-Demonstrates proficiency in MS Excel

-Demonstrates good analytical skills

-Knowledge of banking or custody systems


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.

Duties and Responsibilities:

Perform a variety of processing, data entry, basic financial calculations, and clerical duties related to securities and cash transactions for investors. Other duties as assigned.

Minimum Requirements:

-Associate Degree and 1 year experience in financial services industry OR

-Bachelors Degree OR

-5 years experience in financial services industry

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

Work Schedule:

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

Division Name:

Enterprise Technology & Ops

Job Title:

Operations Associate

Requisition Number:



928 Grand Blvd



Postal Code:



Kansas City


Full Time