Personal Banker: Build Relationships & Grow Finances

UMB Bank; Littleton (CO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

annual incentive pay

paid holidays

comprehensive benefits including med/d

Health savings, FSAs and dependentcare

tuition reimbursement

employee assistance program

fitness reimbursement

tuition reimbursement

wellbeing program

associate emergency fund

associate banking benefits

Job summary

UMB seeks Personal Bankers to deepen client relationships by leveraging product knowledge and personalized conversations. You’ll learn UMB’s offerings, work with leaders, and focus on delivering solutions that support customers' financial well-being.

Roles include converting service requests into sales opportunities, maintaining accuracy in banking processes, and meeting daily metrics in a high-energy, customer-focused environment.

Qualifications

• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
• Strong interpersonal and communication skills with a focus on customer service.
• Ability to quickly learn product information and explain features and benefits.

Responsibilities

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations.
• 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 banking processes and documentation to meet industry and legal standards.
• Perform other duties as assigned.

Job description

UMB seeks Personal Bankers to deepen client relationships by leveraging product knowledge and personalized conversations. You’ll learn UMB’s offerings, work with leaders, and focus on delivering solutions that support customers' financial well-being.

Roles include converting service requests into sales opportunities, maintaining accuracy in banking processes, and meeting daily metrics in a high-energy, customer-focused environment.