Personal Banker I

UMB Financial Corporation; Kansas; On-site; USD 29,000 - 57,000; Full time

Job summary

Join a leading financial institution as a Personal Banker, where you'll build customer relationships and provide tailored financial solutions. You'll receive extensive training and work closely with experienced leaders to enhance your skills. This role offers a dynamic environment focused on sales and customer service, with opportunities for career growth.

Benefits

Paid Time Off

401(k) matching program

Annual incentive pay

Comprehensive benefit plan

Tuition reimbursement

Qualifications

• 1 year of experience in a retail environment engaging with customers.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to deepen client relationships.
• Creating sales opportunities by visiting businesses.
• Achieving daily key performance metrics.

Skills

Sales

Customer Service

Communication

Attention to Detail

Education

High School Diploma or equivalent

Job description

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.

How you will spend your time:
• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

We’re excited to talk to you if:
• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have aHS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days

***Candidates who have at least 2 years of retail banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II.

Compensation Range:

$29,530.00 - $56,950.00

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.

How you will spend your time:
• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

We’re excited to talk to you if:
• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have aHS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days

***Candidates who have at least 2 years of retail banking experience including deposit, loan, and account opening experience, may be considered for the position of a Personal Banker II.

Compensation Range:

$29,530.00 - $56,950.00

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.

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Who we are
We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.