Branch Transaction Specialist

About the role

We measure success in how we use every transaction and interaction to improve our customer's financial wellbeing. Our Branch Transaction Specialist are at the forefront engaging the client by name and ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence, strong organizational skills with an outstanding talent for building rapport.

Responsibilities

• Completing financial transactions and service requests accurately and efficiently, while complying with all policies, procedures, and regulations.
• Earn your customers' personal recommendation by consistently delivering the unparalleled customer experience in the lobby, drive-thru and over the phone.
• Speed, accuracy, listening for details and an engaging personality ensure that UMB stands out from the crowd.
• Play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
• Maintain an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs at their convenience.
• Helping your branch achieve growth targets by identifying opportunities to connect customers with team members who can help them make money, save money and protect money.

Requirements

• You have the ability to work Saturdays (include time) as needed or scheduled.
• You have basic math and cash handling skills.
• You have the ability to learn products, services, and processes quickly and accurately.
• You are professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.
• You have excellent communication skills – ability to make personal connections, engage customers, and always be courteous and professional in a team environment.
• You have a strong desire and ability to influence, educate and connect customers to technology.
• You have the ability to follow policies, procedures, and regulations to identify risks and take appropriate action to prevent losses and keep the customer and bank safe.

Qualifications

• You have a HS Diploma or equivalent.

Skills

• Strong organizational skills.
• Talent for building rapport.
• Expert knowledge of self-service and digital platforms.
• Excellent communication skills.
• Ability to influence, educate and connect customers to technology.
• Ability to follow policies, procedures, and regulations.

Benefits

• Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage.
• Health savings, flexible spending, and dependent care accounts.
• Adoption assistance.
• Employee assistance program.
• Fitness reimbursement.
• Tuition reimbursement.
• Associate wellbeing program.
• Associate emergency fund.
• Variety of associate banking benefits.

Pay

Targeted compensation for this opening: $18-19/hr.

Schedule

Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge – aka you will never be bored.

Application Instructions

Deadline to apply: September 7th, 2026.

Minor Metadata

This position was posted on 07/22/2026. The application deadline for this position is 45 days from the posting date unless filled earlier. Compensation Range: $33,786 - $49,698.