Personal Banker I: Relationship Builder & Financial Advisor

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

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, Vision

Job summary

UMB Financial Corporation in Sheboygan, Wisconsin, is seeking a Personal Banker to build strong customer relationships, understand financial needs, and recommend products to help customers achieve their goals.

You will receive extensive training on UMB’s products and sales process, work with leaders, and develop referral networks by calling leads and visiting local businesses while meeting daily performance metrics.

Qualifications

• HS Diploma or equivalent.
• At least 1 year of retail customer service with product recommendations leading to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions and service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses, and building referrals.
• Meet daily performance metrics while balancing priorities.
• Learn transactions handling, cash drawer, and bank documentation to standards.
• Other duties as assigned.

Skills

Customer service

Sales skills

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation in Sheboygan, Wisconsin, is seeking a Personal Banker to build strong customer relationships, understand financial needs, and recommend products to help customers achieve their goals.

You will receive extensive training on UMB’s products and sales process, work with leaders, and develop referral networks by calling leads and visiting local businesses while meeting daily performance metrics.