• Generates new business opportunities and manages a customer portfolio defined in the business plan • Delivers exceptional service in managing his/her book of business and building client relationships • Partners with internal Portfolio Management and Research to fully understand market narrative, manager selection and monitoring, strategy decisions, and effectively communicate recommendations • Regularly meets with clients for on-going plan/investment reviews • Educates and communicates with clients about market conditions, plan/account investments, performance, strategy, changes in regulatory or tax environment, and other factors which may influence plan decisions • Provides consultation to plan sponsors on the development of a participant education program to support the client’s objectives • Facilitates or delivers participant education and advice • Creates and maintains networking relationships to create a pipeline of business • Achieves annual new business revenue goals for assigned accounts and/or territory • Maintains client information in a CRM tool • Understands the benefits of products and effectively differentiate UMB's Retirement Services from the competition • Provides interdisciplinary expertise to clients when needed while partnering with bank leadership and other departments • Performs other duties as assigned.

• Involved in both office and field responsibilities • Function as part of a team under the direction of the Cultural Resources Program Manager • Contribute to proposal development, budgeting, scheduling, and research design • Prepare and review site forms, and technical reports • Ensure projects are conducted in accordance with applicable regulatory requirements and professional standards • Supervise field activities, such as conducting archaeological monitoring, site recording, pedestrian and subsurface surveys, and data collection • Additional responsibilities may include laboratory analysis and data management

• Lead the implementation and optimization of Databricks services in the customer's environment. • Implement advanced capabilities such as Unity Catalog, AI/ML models, Delta Sharing, automated identity management (AIM/SCIM) and budget policies for cost governance and tagging. • Collaborate with Databricks and customer platform teams to enhance and enable secure data sharing. • Support the design and optimization of networking between Databricks environments. • Partner with Product and Engineering teams to improve user experience, service provisioning models and new Databricks platform capabilities. • Coordinate initiatives across teams to enable AI-driven workflows and advanced analytics capabilities within Databricks.

• Coordinate and manage the export process from start to finish • Prepare and process export documentation, including bills of lading, invoices, and certificates of origin • Ensure compliance with international trade regulations and company policies • Utilize CargoWise software to manage shipments, track inventory, and generate reports • Communicate with freight forwarders, customs brokers, and other stakeholders to ensure timely delivery of goods • Resolve any issues or discrepancies related to export shipments • Maintain accurate records and documentation for all export activities • Provide excellent customer service to clients and address any inquiries or concerns