Personal Banker I: Grow Sales & Build Client Relationships

UMB Bank; Golden (CO); Sur place; USD 39 000 - 57 000; Plein temps

Avantages offerts par ce poste

Paid Time Off

401(k) matching

annual incentive pay

medical, dental, vision insurance

Résumé du poste

UMB Bank in Golden, CO is seeking motivated Personal Bankers who excel at building relationships, identifying customer needs, and recommending financial solutions. You’ll learn UMB’s products and sales process through extensive training and mentorship while delivering exceptional service.

In this role you’ll convert transactions into cross-sell opportunities, visit businesses for workplace banking, and strive to meet daily metrics, all while following banking standards and maintaining accuracy.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Willing to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.

Responsabilités

• Asking personalized questions to convert transactions 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 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

Connaissances

Customer relationship building

Sales skills

Product knowledge

Communication skills

NMLS readiness

Formation

HS Diploma or equivalent

Description du poste

UMB Bank in Golden, CO is seeking motivated Personal Bankers who excel at building relationships, identifying customer needs, and recommending financial solutions. You’ll learn UMB’s products and sales process through extensive training and mentorship while delivering exceptional service.

In this role you’ll convert transactions into cross-sell opportunities, visit businesses for workplace banking, and strive to meet daily metrics, all while following banking standards and maintaining accuracy.