Personal Banker I

Personal Banker

This position will require occasional floating between our Cottage Grove and Fitchburg branch.

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 your sales outcomes
• Uses your expert product knowledge and conversation skills to build upon your 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
• 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

Qualifications

• Has the ability to obtain NMLS registration within 90 days

Skills

• Expert product knowledge
• Conversation skills
• Compelling communication
• Attention to detail

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.