Personal Banker I

UMB Bank•Dubuque, IA

1d•$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. UMB branches offer opportunities to expand financial education and grow a career in Consumer banking. The role uses a relationship-banking approach focused on meaningful financial recommendations and a strong customer experience. UMB provides extensive training on its products and services, sales processes, and financial solutions. Personal Bankers also work closely with UMB leaders and benefit from their mentorship and expertise.

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 in a high-energy, sales-driven team and use daily coaching and feedback to improve sales outcomes.
Product knowledge and conversation skills to understand customer needs and recommend financial solutions.
Compelling communication, a positive image, problem-solving skills, and attention to detail.

Responsibilities

Ask personalized questions to turn transactions, account maintenance, and routine service requests into cross-selling conversations that deepen client 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 according to industry and legal standards.
Perform other duties as assigned.