Personal Banker & Financial Solutions Advisor

UMB Financial Corporation; Rockford (IL); 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

Medical/dental/vision insurance

Job summary

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, cross-sell products, and provide financial solutions. The role involves leveraging product knowledge in everyday interactions while delivering an exceptional customer experience.

You will create sales opportunities by calling leads, visiting businesses, and developing referral networks, while achieving daily KPIs and following banking procedures and legal standards.

Qualifications

• HS Diploma or equivalent required.
• At least 1 year of experience in a retail environment.
• Strong communication and product knowledge to drive sales.

Responsibilities

• Convert transactions and service requests into cross-sell opportunities.
• Call leads, visit businesses, and develop referral networks.

Skills

Customer service

Sales skills

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, cross-sell products, and provide financial solutions. The role involves leveraging product knowledge in everyday interactions while delivering an exceptional customer experience.

You will create sales opportunities by calling leads, visiting businesses, and developing referral networks, while achieving daily KPIs and following banking procedures and legal standards.