Personal Banker I

About the role

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. They use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer, and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Requirements

• Thrives in a high-energy, sales-driven team
• Leverages daily coaching and feedback to polish sales outcomes
• Buys into the idea of building meaningful financial recommendations for customers
• Communicates in a compelling manner, projects a positive image, and enjoys solving problems and creating positive outcomes
• Demonstrates attention to detail whether completing documents or explaining features and benefits

Qualifications

• High School Diploma or equivalent
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• Reliable transportation and ability to work branch hours, including weekends and some evenings
• The ability to obtain NMLS registration within 90 days

Skills

• Product knowledge
• Conversation skills
• Customer relationship management
• Sales techniques

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• 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

Compensation ranges based on geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

Schedule

Branch hours, including weekends and some evenings.