Personal Banker I- $1000 sign on bonus
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 help customers secure their financial well-being and make banking easy. The role emphasizes relationship banking and providing a personalized 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. Branch roles offer opportunities to expand financial education and develop a career within Consumer Banking and UMB.
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 thrive in a high-energy, sales-driven team and use daily coaching and feedback to improve sales outcomes.
- Strong product knowledge and conversation skills to understand customer needs and make a difference in their financial lives.
- Compelling communication, a positive image, and the ability to solve problems and create positive outcomes.
- Attention to detail when completing documents and explaining product features and benefits.
Responsibilities
- Ask personalized questions to turn transactions, account maintenance, and routine service requests into cross-selling 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, manage a cash drawer, and complete bank documentation consistently according to industry and legal standards.
- Perform other duties as assigned.
Benefits
- Paid time off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Other insurance coverage
- Health savings accounts
- Flexible spending accounts
- Dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Associate banking benefits
- $1,000 sign-on bonus
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
