Banking Transactions & Customer Experience Pro

UMB Bank; Warsaw (MO); On-site; USD 34,000 - 50,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Dental insurance

Vision insurance

Health savings account

Flexible spending account

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Banking benefits

Job summary

UMB Bank is seeking a Branch Transaction Specialist to deliver accurate financial transactions and exceptional customer service in a fast-paced branch setting. You will guide customers through in-branch and digital self-service options, building rapport and ensuring a welcoming environment.

The role emphasizes accuracy, regulatory compliance, and cross-team collaboration, with on-going coaching and career growth opportunities within the bank’s expansive network.

Qualifications

• HS Diploma or equivalent required.
• Willingness to work Saturdays as needed.
• Basic math and cash handling skills.
• Ability to learn products, services and processes quickly.
• Professional, organized with strong computer skills.
• Excellent communication and relationship-building.

Responsibilities

• Complete financial transactions and service requests accurately and efficiently, following all policies and regulations.
• Deliver unparalleled customer experience in lobby, drive-thru and over the phone.
• Play an active role in branch daily operations to ensure safety and soundness.
• Maintain expert knowledge of self-service and digital platforms for customers.
• Identify opportunities to connect customers with team members who can help them make money, save money and protect money.

Skills

Communication skills

Customer service

Cash handling

Learning ability

Bilingual

Education

HS Diploma or equivalent

Tools

Computer skills

Job description

UMB Bank is seeking a Branch Transaction Specialist to deliver accurate financial transactions and exceptional customer service in a fast-paced branch setting. You will guide customers through in-branch and digital self-service options, building rapport and ensuring a welcoming environment.

The role emphasizes accuracy, regulatory compliance, and cross-team collaboration, with on-going coaching and career growth opportunities within the bank’s expansive network.