Personal Banker I: Relationship & Financial Solutions

UMB Bank; Edina (MN); On-site; USD 39,000 - 57,000; Full time

Job summary

UMB Bank in Edina, MN is seeking a Personal Banker to build customer relationships and recommend financial solutions. You will learn UMB’s products, follow the sales process, and deliver an excellent customer experience in a busy branch.

This role requires a HS diploma, about one year in retail, and the ability to obtain NMLS registration within 90 days. You must be reliable, able to work weekends and evenings, and comfortable meeting daily sales targets.

Qualifications

• HS diploma or equivalent required.
• About 1 year of experience in a retail environment with customer interaction.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and availability for branch hours including weekends/evenings.

Responsibilities

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

Skills

Sales experience

Customer relationship building

Communication skills

Attention to detail

Team player

Education

HS Diploma or equivalent

Job description

UMB Bank in Edina, MN is seeking a Personal Banker to build customer relationships and recommend financial solutions. You will learn UMB’s products, follow the sales process, and deliver an excellent customer experience in a busy branch.

This role requires a HS diploma, about one year in retail, and the ability to obtain NMLS registration within 90 days. You must be reliable, able to work weekends and evenings, and comfortable meeting daily sales targets.