Personal Banker I

About the role

Personal Bankers at UMB are experts at building customer relationships and salesmanship. 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.

UMB's branches offer many opportunities to expand your financial education and grow your career within Consumer banking and UMB. UMB believes that questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

Responsibilities

• Ask 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 create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve your daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, managing a cash drawer, and completing bank documentation that you consistently perform according to industry and legal standards.
• Other duties as assigned.

Requirements

• Thrive in a high energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes.
• Leverage your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives.
• Communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes.
• Demonstrate attention to detail whether completing documents or explaining features and benefits.

Qualifications

• Have a HS Diploma or equivalent.
• Have 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.
• NMLS registration within 90 days.

Skills

• Expert product knowledge.
• Conversation skills.
• Attention to detail.

Benefits

We are excited to talk to you if you thrive in a high energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes. 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.

Pay

The posted salary range reflects the broadest standard range for this role, including all locations. The anticipated compensation for this specific opening is $21-22/hr.

Schedule

Branch hours, including weekends and some evenings.