Personal Banker I

UMB Bank•Phoenix, AZ

25d

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 delivering an individualized customer experience. UMB provides extensive training on its products and services, the sales process, and offering financial solutions, along with opportunities to learn from UMB leaders and pursue career growth within 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 and explaining product features and benefits.
Ability to thrive 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 appropriate solutions.

Responsibilities

Ask personalized questions to turn transactions, account maintenance, and other routine service requests into cross-sell 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 processes such as transactions, managing a cash drawer, and completing bank documentation in accordance with industry and legal standards.
Perform other job duties as assigned.