Personal Banker I
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. This role offers opportunities to expand financial education and grow a career within Consumer Banking. UMB provides extensive training on its products and services, the sales process, and offering financial solutions, as well as opportunities to learn from UMB leaders through mentorship. Personal Bankers help achieve UMB’s business objectives while working toward their own career goals. They deliver a personalized relationship-banking experience, using questions and conversations to make meaningful financial recommendations tailored to customer needs.
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.
- Product knowledge and conversation skills to understand customer needs and recommend solutions.
- Compelling communication, a positive image, problem-solving ability, and focus on positive outcomes.
- Attention to detail when completing documents or explaining product features and benefits.
Responsibilities
- Ask personalized questions to turn transactions, account maintenance, and other 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 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.
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
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
