Personal Banker I
UMB Bank•Sheboygan, WI
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 focuses on relationship banking and delivering a personalized customer experience. UMB provides extensive training in its products and services, the sales process, and financial solutions, along with opportunities to learn from UMB leaders and develop a career in Consumer banking.
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 communicate compellingly, project a positive image, solve problems, and create positive outcomes.
- Attention to detail when completing documents or explaining product features and benefits.
- Comfort thriving in a high-energy, sales-driven team and using coaching and feedback to improve sales outcomes.
Responsibilities
- Ask personalized questions to turn transactions, account maintenance, and routine service requests into cross-sell 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 consistently perform processes such as transactions, cash-drawer management, and completion of bank documentation according to industry and legal standards.
- Perform other job duties as assigned.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored 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
- Extensive training on products, services, the sales process, and financial solutions
- Mentorship from UMB leaders
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
