Personal Banker I
About The Position
Personal Bankers at UMB are experts at building customer relationships and salesmanship. Personal Bankers 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 & 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.
Requirements
- Thrive in a high energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes.
- Use 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.
- 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
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.
Benefits
- 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
- various 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
