Personal Banker I: Relationship Banking & Solutions

UMB Bank; Farwell (TX); Presencial; USD 39.000 - 57.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Descripción de la vacante

UMB Bank is seeking a Personal Banker to deepen client relationships by applying product knowledge and offering financial solutions. You will guide customers through account services and cross-sell opportunities, while upholding compliance standards.

The role emphasizes learning, mentorship, and delivering an exceptional client experience. You'll participate in a high-energy sales environment, handling transactions, cash drawer tasks, and bank documentation with attention to detail.

Formación

• HS Diploma or equivalent required.
• 1 year of retail environment experience preferred.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsabilidades

• Asks personalized questions to convert transactions into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses.
• Achieve daily KPIs while balancing competing priorities.
• Learn processes like transactions, cash handling, and bank documentation.
• Other duties as assigned.

Conocimientos

Customer service

Sales

Communication skills

Attention to detail

Educación

HS Diploma or equivalent

Descripción del empleo

UMB Bank is seeking a Personal Banker to deepen client relationships by applying product knowledge and offering financial solutions. You will guide customers through account services and cross-sell opportunities, while upholding compliance standards.

The role emphasizes learning, mentorship, and delivering an exceptional client experience. You'll participate in a high-energy sales environment, handling transactions, cash drawer tasks, and bank documentation with attention to detail.