Floating Personal Banker

UMB Financial Corporation; Arnold (MO); On-site; USD 25,000 - 50,000; Full time

Job summary

An established industry player is seeking a passionate Transaction Specialist Float to enhance customer interactions and deliver exceptional service. This role involves engaging with clients, completing transactions, and promoting digital self-service tools across multiple branches. With a focus on accuracy and customer satisfaction, you will thrive in a fast-paced environment that offers continuous learning and growth opportunities. Join a team that values your contributions and supports your career development while making a positive impact on the community.

Benefits

Paid Time Off

401(k) Matching Program

Annual Incentive Pay

Comprehensive Medical Coverage

Dental and Vision Insurance

Tuition Reimbursement

Fitness Reimbursement

Employee Assistance Program

Qualifications

• Dependable transportation for travel between branches.
• Ability to learn quickly and accurately about products and services.

Responsibilities

• Complete financial transactions and service requests accurately.
• Deliver unparalleled customer experience in various settings.
• Maintain expert knowledge of self-service and digital platforms.

Skills

Customer Service

Basic Math Skills

Communication Skills

Organizational Skills

Cash Handling

Problem Solving

Education

High School Diploma or equivalent

Tools

Digital Banking Platforms

Computer Systems

Job description

Transaction Specialist Float page is loaded

Transaction Specialist Float

Apply remote type In-office locations Arnold MO time type Full time posted on Posted 4 Days Ago job requisition id R-6262 , a division of UMB Bank na

UMB begins with YOU! We measure success in how we use every transaction and interaction to improve our customer's financial wellbeing. Our Floating Branch Transaction Specialist are at the forefront engaging the client by name and ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence, strong organizational skills with an outstanding talent for building rapport. This role delivers on our “Count on More” brand promise by assisting customers with simple and complex transactions, resolving service inquiries, introducing the convenience of digital self-service tools and managing customer flow all while complying with policies, procedures and regulatory requirements. Based on business continuity needs and scheduling, these team members travel between multiple branches within a designated market.

We want you on our team if you have a passion for making your customers and teammates feel valued while holding yourself to the highest level of accuracy. Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge – aka you will never be bored.

How you will spend your time:

1. Completing financial transactions and service requests accurately and efficiently, while complying with all policies, procedures and regulations.
2. Earning your customers’ personal recommendation by consistently delivering the unparalleled customer experience in the lobby, drive-thru and over the phone. Speed, accuracy, listening for details and an engaging personality ensure that UMB stands out from the crowd.
3. Play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
4. Maintaining an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs at their convenience.
5. Helping your branch achieve growth targets by identifying opportunities to connect customers with team members who can help them make money, save money and protect money.

We are passionate about helping our team members develop their careers! You will have deep relationships with your Managers, Regional Delivery Manager, and specialists. These leaders invest in your success through daily feedback, personalized coaching and helping you grow your career. From day one, you will receive training including hands-on practice, and dedicated support throughout your on-boarding experience. With demonstrated success, you will have unlimited opportunity to grow throughout the company.

We are excited to talk to you if:

1. You have a HS Diploma or equivalent.
2. You have dependable transportation as this position travels to support multiple branches across an area and have the ability to travel within a select market and support multiple branches on a weekly basis.
3. You must have the ability to work Monday-Friday 8:00AM-6:00PM, Saturdays 8:00AM-12:00PM.
4. You have basic math and cash handling skills.
5. You have ability to learn products, services, and processes quickly and accurately.
6. You are professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.
7. You have excellent communication skills – ability to make personal connections, engage customers, and always be courteous and professional in a team environment.
8. You have a strong desire and ability to influence, educate and connect customers to technology.
9. You have the ability to follow policies, procedures, and regulations to identify risks and take appropriate action to prevent losses and keep the customer and bank safe.

Bonus points if you:

1. Have one year experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education.
2. You have leadership roles experience (team lead, shift lead, etc) preferred.
3. You are bilingual.

Compensation Range:

$25,640.00 - $49,440.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates, such as 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; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

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