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
- 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
- Thrives in a high-energy, sales-driven team
- Leverages daily coaching and feedback to polish sales outcomes
- Buys into the mission of UMB and its commitment to customer satisfaction
- Uses expert product knowledge and conversation skills to build upon customers' needs and make a true difference in their financial lives
- 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
- Has a HS Diploma or equivalent
- Has one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- Has reliable transportation and ability to work branch hours, including weekends and some evenings
- Has the ability to obtain NMLS registration within 90 days
Skills
- Expert product knowledge
- Effective communication skills
- Attention to detail
Benefits
Targeted compensation for this opening. The anticipated compensation for this specific opening is $24-25/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 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.
Pay
The anticipated compensation for this specific opening is $24-25/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 The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by 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