Personal Banker I: Relationship Builder & Financial Solutions

UMB Financial Corporation; Texas; Vor Ort; USD 39.000 - 57.000; Vollzeit

Benefits dieser Stelle

401(k) matching program

Paid Time Off

Medical, dental, vision insurance

Zusammenfassung

UMB Financial Corporation seeks a Personal Banker I for its Tahoka, TX office. You will build customer relationships, understand needs, and offer financial solutions while handling transactions and sales opportunities.

The role includes in-office hours, weekend/evening shifts, and extensive training on UMB products and services. You should have a HS Diploma or equivalent and at least 1 year of retail experience with a track record of product recommendations that lead to sales.

Qualifikationen

• HS Diploma or equivalent.
• At least 1 year of experience in retail engaging with customers and making product recommendations.
• Ability to obtain NMLS registration within 90 days.

Aufgaben

• Convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses for workplace banking.
• Develop referral networks to deepen client relationships.
• Meet daily performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer handling, and bank documentation.

Kenntnisse

Customer service

Sales

Communication

Ausbildung

High School Diploma or equivalent

Jobbeschreibung

UMB Financial Corporation seeks a Personal Banker I for its Tahoka, TX office. You will build customer relationships, understand needs, and offer financial solutions while handling transactions and sales opportunities.

The role includes in-office hours, weekend/evening shifts, and extensive training on UMB products and services. You should have a HS Diploma or equivalent and at least 1 year of retail experience with a track record of product recommendations that lead to sales.