Personal Banker I
About the role
This position is located at 5923 SW 29th Street, Topeka, KS. UMB begins with YOU! We measure success in how we use every transaction and interaction to improve our customer's financial wellbeing. Our Personal Bankers are fanatics for using their financial knowledge to offer thoughtful solutions to help our customers make money, save money, protect money, and use technology that makes banking easy.
Responsibilities
- Use a consultative questioning approach to turn every transaction and customer service interaction into an opportunity to learn your clients’ financial life priorities and connect them to our solutions that meet their financial goals.
- Grow the branch customer base through proactive outbound business development activities including workplace banking, developing referral networks, appointment setting and outbound calling campaigns.
- Absorb and assist customers with transactions, completing service requests, opening new accounts, and submitting credit applications while delivering a meaningful conversation that improves our customers’ financial wellbeing.
- Participate in delivery of the unparalleled customer experience by building relationships through proactive outreach to help customers succeed financially.
- Collaborate with partners in small business, mortgage, and investments to grow customer's share of wallet.
- Follow established policies and procedures and play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
Requirements
- HS Diploma or equivalent
- One year experience in a Retail environment engaging with customers and making product recommendations that lead to sales or relevant demonstrable experience
- Ability to work branch hours, including weekends and some evenings
- NMLS registration within 90 days
- Ability to learn products, services, and procedures quickly and accurately
- Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs
- Basic math skills and ability to problem solve while operating within established risk parameters/tolerances
- Professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems
- Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships
- Exude confidence and possess the drive, initiative, and knowledge to provide financial options for customers using a consultative approach
Qualifications
- Must have the ability to work Monday-Friday 800AM-600PM, Saturdays 800AM-1200PM
- Bonus points if you have At least one year experience in Retail banking sales, or financial services sales, or Consultative relationship sales role in another industry, with proven success in establishing new clients, deepening customer relationships, and delivering results
- College degree or military equivalent strongly preferred; High school degree, GED or foreign equivalent required
- Demonstrated success on a commissions-based compensation plan
Skills
- Consultative selling skills
- Customer service skills
- Financial planning and analysis
- Outbound calling and networking
- Branch operations management
Benefits
UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.