Personal Banker I: Build Relationships & Drive Solutions

UMB Financial Corporation; Iowa; Hybrid; USD 39.000 - 57.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid time off

Annual incentive pay

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings accounts

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Banking benefits

Zusammenfassung

UMB Financial Corporation is seeking a Personal Banker I in Farley, IA, to build customer relationships and cross-sell products. You will learn UMB’s banking solutions, work closely with leadership, and develop expertise in sales and service excellence.

Ideal candidates have a HS Diploma, retail customer experience, and the ability to obtain NMLS within 90 days. The role requires branch hours, including weekends and some evenings, with comprehensive benefits and training offered.

Qualifikationen

• HS diploma or equivalent required.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
• Ability to obtain NMLS registration within 90 days.

Aufgaben

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily performance metrics while balancing multiple priorities.
• Learn processes like transactions, cash drawer management, and bank documentation per standards.
• Other duties as assigned.

Kenntnisse

Customer service

Sales experience

Communication

Attention to detail

NMLS registration within 90 days

Ausbildung

HS Diploma or equivalent

Jobbeschreibung

UMB Financial Corporation is seeking a Personal Banker I in Farley, IA, to build customer relationships and cross-sell products. You will learn UMB’s banking solutions, work closely with leadership, and develop expertise in sales and service excellence.

Ideal candidates have a HS Diploma, retail customer experience, and the ability to obtain NMLS within 90 days. The role requires branch hours, including weekends and some evenings, with comprehensive benefits and training offered.