Personal Banker I

About the role

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB.

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
• Personally 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

• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have a HS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days

Qualifications

• Targeted compensation for this opening
• The posted salary range reflects the broadest standard range for this role, including all locations.
• The anticipated compensation for this specific opening is $20-21/hr.
• Compensation Ranges US Employees in California, Washington DC, New Jersey, and New York $35,750 - $52,040
• US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin $32,640 - $47,640
• US Employees in all other states not listed above $29,530 - $43,240

Skills

• Expert product knowledge
• Conversation skills
• Customer relationship management
• Sales techniques
• Attention to detail

Benefits

• Paid Time Off
• A 401(k) matching program
• Annual incentive pay
• Paid holidays
• A comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• An employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• An associate wellbeing program
• An associate emergency fund
• Variety of associate banking benefits

Pay

Targeted compensation for this opening. The posted salary range reflects the broadest standard range for this role, including all locations. The anticipated compensation for this specific opening is $20-21/hr.

Schedule

Branch hours, including weekends and some evenings.