Personal Banker I: Relationship Builder & Growth Focus

UMB Bank; Sheboygan (WI); Presencial; USD 39 000 - 57 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

401(k) matching

Paid time off

Health insurance

Paid holidays

Tuition reimbursement

Resumo da oferta

UMB Bank in Wisconsin seeks a Personal Banker to build relationships, understand customer needs, and offer financial solutions. You’ll learn UMB’s products, support branches, and grow through mentorship while achieving sales goals.

Role requires at least a HS diploma, 1 year retail experience with customers, and ability to obtain NMLS registration within 90 days. Weekend/evening hours and travel within the branch network may be needed.

Qualificações

• HS Diploma or equivalent required.
• One year of retail experience with customers and product recommendations leading to sales.
• Ability to obtain NMLS registration within 90 days.

Responsabilidades

• Ask personalized questions to convert transactions into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses.
• Achieve daily performance metrics while balancing priorities.
• Learn processes like transactions, cash handling and bank documentation per standards.
• Perform other duties as assigned.

Conhecimentos

Retail sales experience

Customer service

Communication skills

Formação académica

HS Diploma or equivalent

Descrição da oferta de emprego

UMB Bank in Wisconsin seeks a Personal Banker to build relationships, understand customer needs, and offer financial solutions. You’ll learn UMB’s products, support branches, and grow through mentorship while achieving sales goals.

Role requires at least a HS diploma, 1 year retail experience with customers, and ability to obtain NMLS registration within 90 days. Weekend/evening hours and travel within the branch network may be needed.