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 environment.
• Leverages daily coaching and feedback to polish sales outcomes.
• Buys into the idea that questions nurture conversations, leading the way to 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

• Expert product knowledge.
• Conversation skills.
• Customer relationship building.
• Sales techniques.

Benefits

• Targeted compensation for this opening.
• Compensation ranges based on location.
• Comprehensive benefits package 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. The anticipated compensation for this specific opening is $20-21/hr.

Schedule

Branch hours, including weekends and some evenings.