Floating Personal Banker I
About The Position
Personal Bankers at UMB build customer relationships and recommend and sell products and services. They use their product knowledge and customer interactions to identify needs and offer financial solutions that support customers’ financial well-being and make banking easy. The role offers opportunities to expand financial education and grow a career within Consumer Banking, with extensive training on UMB products and services, the sales process, and financial solutions, as well as mentorship from UMB leaders. This position travels regularly throughout St. Louis and surrounding cities and requires reliable transportation and availability to work branch hours, including weekends and some evenings. The compensation range is $38,916–$57,244; actual compensation may vary based on location, experience, and other job-related factors.
Requirements
- High school diploma or equivalent.
- 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.
- Ability to travel regularly in St. Louis and surrounding cities.
- Ability to obtain NMLS registration within 90 days.
- Ability to communicate compellingly, project a positive image, solve problems, and create positive outcomes.
- Attention to detail when completing documents and explaining product features and benefits.
- Ability to work in a high-energy, sales-driven team and use coaching and feedback to improve sales outcomes.
Responsibilities
- Ask personalized questions to turn transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships and meet customer needs.
- Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
- Achieve daily key performance metrics while balancing competing priorities.
- Learn and perform transactions, cash drawer management, and bank documentation in accordance with industry and legal standards.
- Perform other duties as assigned.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
