Personal Banker I: Build Trust, Sell Solutions

UMB Financial Corporation

Edina (MN)

Hybrid

USD 39,000 - 57,000

Full time

8 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching
Health insurance
Dental insurance
Vision insurance

Job summary

UMB Financial Corporation is seeking a Personal Banker I to join our in-office team in Edina, MN. This role focuses on relationship banking, recommending products, and delivering exceptional customer experiences.

You will earn while building client relationships, develop referral networks, and grow product knowledge through extensive training. This position may require weekend/evening hours and the ability to obtain NMLS registration within 90 days.

Qualifications

  • HS diploma or equivalent.
  • One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.

Responsibilities

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

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker I to join our in-office team in Edina, MN. This role focuses on relationship banking, recommending products, and delivering exceptional customer experiences.

You will earn while building client relationships, develop referral networks, and grow product knowledge through extensive training. This position may require weekend/evening hours and the ability to obtain NMLS registration within 90 days.

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