Personal Banker I: Build Relationships & Solutions

UMB Financial Corporation; Leawood (KS); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision

Health savings account

Flexible spending

Dependent care accounts

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Financial Corporation's Personal Bankers build customer relationships, recommend and sell products, and help customers secure their financial well-being while making banking easy. They receive extensive training on UMB's products and services and the sales process.

In Kansas/Leawood, you'll convert transactions and service requests into cross-sell conversations, visit leads and develop referral networks, and meet daily performance metrics while adhering to industry and legal standards.

Qualifications

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

Responsibilities

• 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

Skills

Customer relationships

Sales skills

Product knowledge

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation's Personal Bankers build customer relationships, recommend and sell products, and help customers secure their financial well-being while making banking easy. They receive extensive training on UMB's products and services and the sales process.

In Kansas/Leawood, you'll convert transactions and service requests into cross-sell conversations, visit leads and develop referral networks, and meet daily performance metrics while adhering to industry and legal standards.