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Private Banking

Personal attention and comprehensive financial solutions tailored to your banking and credit management needs are of paramount importance to a private banking relationship. We understand that your life is dynamic - full of both dreams and realities. Your dedicated private banking client manager will help identify your current personal financial circumstances and establish an ongoing dialogue to ensure your priorities and goals are continually evaluated and defined. You can rest assured that your day-to-day private banking needs are being tended to so you can focus on what matters most to you.

In addition to meeting your personal banking needs, our private banking client managers also specialize in the demands intrinsic to small business owners and other professionals. Simplify your financial picture and benefit from the knowledge and experience of a team of advisors committed to helping you reach your unique financial goals.

  • Comprehensive initial consultation and periodic financial reviews
  • Expedited processing for all service requests
  • Custom credit management solutions
  • Personal bank loans - home equity lines of credit and mortgage loans (primary and secondary), residential construction loans
  • Premium checking and savings accounts*
  • UMB online banking
  • No charge for convenience products, such as official checks, money orders and notary services
  • UMB Private Banking Visa® Signature Preferred credit card**
  • UMB 360Direct® – comprehensive view of all assets, including account alerts, 24/7 online monitoring, shared analysis

For more information about our private banking products and services, please contact us at 800.862.6670, email or visit any UMB banking center.

*UMB Bank checking and savings accounts are FDIC-insured to the standard maximum deposit insurance amount.

**Customers that do not qualify for the Private Banking Visa® Signature Card will automatically be considered for the Private Banking Visa® Platinum Card that earns 1% cash back on all net purchases. The following transactions are excluded from "purchases" and do not earn cash back rewards: convenience checks, balance transfers (unless our balance transfer offer specifically says otherwise), cash advances, returns, finance charges and credit card interest or fees. See your Private Banking Visa® Card Rewards Rules and Guide to Benefits that accompany your card for details.

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Wealth Management Rewards

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