Floating Personal Banker I

UMB Bank•Clinton, MO

2d•$38,916 - $57,244

About The Position

Personal Bankers at UMB build customer relationships and recommend and sell products and services. They use 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 grow within Consumer Banking, with extensive training on UMB’s products and services, the sales process, and financial solutions, as well as mentorship from UMB leaders. This position requires frequent travel among UMB branches in Clinton, Warsaw, and Warrensburg. The banker must have reliable transportation and be able to work branch hours, including weekends and some evenings.

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 obtain NMLS registration within 90 days.
Ability to work effectively in a high-energy, sales-driven team and use coaching and feedback to improve sales outcomes.
Product knowledge and conversation skills to understand customer needs and offer appropriate solutions.
Compelling communication, a positive image, problem-solving ability, and attention to detail.

Responsibilities

Ask personalized questions to turn transactions, account maintenance, and other routine service requests into cross-selling conversations that deepen customer relationships and address 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 processes such as transactions, cash-drawer management, and bank documentation in accordance with industry and legal standards.
Perform other duties as assigned.