Personal Banker I: Relationship Banking & Solutions

UMB Bank, N.A.; Erie (CO); On-site; USD 39,000 - 57,000; Full time

Job summary

UMB Bank, N.A. in the United States is seeking a Personal Banker who builds trusted relationships, understands banking products, and drives sales through thoughtful conversations with customers.

You will learn UMB's products and sales process, receive coaching, and work with leaders to grow your career in consumer banking. Responsibilities include cross-sell conversations, workplace banking outreach, and daily KPI achievement.

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.
• Willingness to work weekends and some evenings.
• Reliable transportation.

Responsibilities

• Convert transactions and service requests into cross-sell conversations.
• Call leads, visit businesses to offer workplace banking, and develop referral networks.
• Achieve daily KPIs while balancing competing priorities.
• Learn processes like transactions, managing a cash drawer and completing bank documentation.
• Other job duties as assigned.

Skills

Customer relationships

Sales skills

Product knowledge

Communication

Education

High School Diploma

Job description

UMB Bank, N.A. in the United States is seeking a Personal Banker who builds trusted relationships, understands banking products, and drives sales through thoughtful conversations with customers.

You will learn UMB's products and sales process, receive coaching, and work with leaders to grow your career in consumer banking. Responsibilities include cross-sell conversations, workplace banking outreach, and daily KPI achievement.