Resume of Benjamin Hass

1. BENJAMIN A. HASS
8910 N. Shannon Ave. Phone: 816-352-6970
Kansas City, MO 64153 benjamin.hass01@gmail.com
SUMMARY
A highly educated and motivated team player with over fifteen years of consistent, progressive financial experience who analyzes business
situations in a fast paced multiple deadline environment. Proven relationship management skills with dedication to achievement of strategic
objectives. Extensive treasury management and retail-based banking product knowledge. Impeccable written and oral communication skills.
PROFESSIONAL EXPERIENCE
UMB BANK, Kansas City, MO 2005 - 2015
Director-New Business Development
Sell third-party processing services to broker dealers and mutual fund companies. Emphasis on calling on new clients/prospects. Introduce
them to UMB Bank and the various retail and treasury management products offered (check clearing, debit card processing, ACH origination,
ARP, etc.). Assist in creating custom processing solutions for potential as well as existing clients. Call on banks looking to take on brokered
deposits from broker’s FDIC Sweep Program.
 Brought in new client relationships resulting in over $200,000 in new annual revenue.
 In 11 months created a bank deposit pipeline of over $260,000,000.
 Created a $500,000 pipeline of treasury management based relationships with brokers/mutual fund companies.
 Called on over 1,000 banks and 300 brokers/mutual fund companies.
 Attended SIFMA conference annually in order to introduce UMB to prospective clients.
 Has an extensive and detailed knowledge of the FDIC sweep deposit product/space.
Client Relationship Manager/Assistant Vice President
Responsible for managing bank resources to support all client initiatives. Conduct periodic client visits and conference calls to review
services and discuss new initiatives and satisfaction levels. Maintain regular proactive communication with the clients regarding all
components of service delivery and set proper expectations for product/service delivery. Continually build and leverage credible relationships
with internal/external clients to achieve desirable outcomes. Additional duties include:
 Has a thorough understanding of the ICM (Investor Cash Management) system and its impact to client’s investor transactions, the
broker/mutual fund and its processor.
 Has a comprehensive understanding of the debit/credit card affinity product and the corresponding application process.
 Sell additional institutional, retail and treasury management services to existing client base.
 Support national calling/sales officers in sales efforts/calls to prospective clients.
 First officer on assigned accounts.
 Act as an advocate for all client’s banking services/initiatives
 Participant in UMB’s Advanced Development Rotation Program.
Manager-Income/Dividend Team
Manage an internal team that interacts with various internal/external clients including Asset Management, Personal Trust, Corporate Trust
and Investor Services Group. Serve as a client relationship manager administering relationships between internal teams as well as external
clients. Conduct monthly staff meetings to inform staff of upcoming announcements benchmarking statistics, set goals and processing
changes. Mentor and develop the staff, giving honest and constructive feedback during year end performance evaluations. Identify and support
any developmental activities and successfully integrate these into the organization. Ensure the effectiveness and efficiency of daily
operations. Identify opportunities to increase quality, productivity and control. Supervise/oversee all trades and money movements are
accurately processed and authorized by deadlines. Ensure all inquiries are researched, actively pursued for resolution, and action is taken to
resolve within stated expectations.

2.  Oversee processing of over 3 billion dollars daily.
 Managed and coordinated five direct reports.
 Restructured dividend reconciliation platform for T+1 client saving 4 hours of processing a day.
 Automated SLUG bond payment postings eliminating all human errors and decreasing processing time to 1 hour daily.
 Implemented use of cash rate on all variable rate bond issues increasing efficiencies and decreasing posting errors to less than 1%.
 Started job shadowing/mentoring program within division to create more effective communication and increase job knowledge
among peers.
Bond Operations Coordinator
The primary responsibilities of the Bond Operations Coordinator include coordinating payments (interest, full and partial calls, maturities) on
over 1 billion dollars in municipal bonds on a daily basis to all bond holders, overseeing all physical vault activity on a day to day basis,
approving underwriter’s positions on new bond issues with DTC as well as coordinating with 20 trust administrators about new issues/future
payments.
J.P. MORGAN CHASE & CO., Leawood, KS 2003-2005
Cash Receipt Specialist
The primary responsibilities of the Cash Receipts Specialist is to accurately analyze, process and document work related to the receipt of
funds for payrolls into retirement plans. In addition, the Cash Receipts Specialist is responsible for facilitating communication to all other
operational departments regarding these transactions and to monitor these activities to completion.
STATE STREET BANK & TRUST COMPANY, Kansas City, MO 2000-2003
Portfolio Administrator III
Responsible for trade processing/cash management for over 35 mutual fund accounts. Reconciled all mutual fund accounts at the end of
each trading day as well as each month. Daily use of excellent communication skills in order to settle client/broker disputes. Brought a
commitment for hard work and accuracy, resulting in enhanced account relationships.
EDUCATION
B.S., Business Marketing, Baker University, Baldwin City, KS
Master of Business Administration, Baker University, Overland Park, KS
Master of Science in Management, Baker University, Overland Park, KS
AWARDS AND CIVIC INVOLVEMENT
Eagle Scout
Harvester Volunteer
United Way Supporter
Avid Runner