Personal Banker II

UMB Bank; Mesa (AZ); On-site; USD 29,000 - 57,000; Full time

Job summary

Join a leading bank as a Personal Banker II, where you'll build customer relationships and provide tailored financial solutions. This role involves sales, customer service, and extensive training to enhance your banking career. Enjoy competitive compensation and benefits in a supportive environment.

Benefits

Paid time off

401(k)

Health insurance

Tuition reimbursement

Qualifications

• Two years of retail banking sales experience or relevant experience.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to understand customers’ financial goals.
• Create and manage a successful loan pipeline.
• Meet daily performance metrics while providing excellent customer service.

Skills

Communication

Problem Solving

Business Development

Sales

Education

High School Diploma or equivalent

Job description

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About the Role

Personal Bankers at UMB are experts at building customer relationships, recommending, and selling products and services. They utilize their product knowledge and every interaction to identify customer needs and offer financial solutions to help secure their financial well-being while making banking easy.

Opportunities at UMB

Our branches offer many opportunities to expand your financial education and grow your career within Consumer Banking. We believe questions nurture conversations, leading to meaningful financial recommendations. Relationship banking is personalized; we differentiate ourselves by delivering an unparalleled customer experience.

Training & Development

As a Personal Banker, you will receive extensive training on UMB’s products, services, sales processes, and financial solutions. You will work closely with UMB leaders, gaining mentorship and expertise.

Key Responsibilities

1. Ask personalized questions to understand customers’ financial goals and connect them to suitable solutions.
2. Create and manage a successful loan pipeline, focusing on prospecting and cross-selling various loans and mortgage referrals.
3. Identify sales opportunities and grow the customer base through networking, customer conversations, and proactive sourcing.
4. Learn transaction processes, cash management, and bank documentation, ensuring compliance with industry standards.
5. Meet daily performance metrics while providing excellent customer service.
6. Perform other duties as assigned.

Qualifications

• High School Diploma or equivalent.
• Two years of retail banking sales experience or relevant experience.
• Reliable transportation and ability to work branch hours, including weekends and evenings.
• Ability to obtain NMLS registration within 90 days.
• Quick learner of products, services, and procedures.
• Basic math skills and problem-solving abilities within risk parameters.
• Ability to establish trust and build relationships through effective communication.
• Strong business development skills and proactive growth strategies.
• Ability to thrive in a sales-driven team environment and utilize coaching feedback.
• Expertise in product knowledge and customer needs assessment.
• Positive attitude, problem-solving skills, and attention to detail.
• Enjoy mentoring others in sales.

Preferred Qualifications

• College degree or military equivalent (preferred).
• Bilingual abilities.
• Candidates without 2 years retail banking experience may be considered for a Personal Banker I role.

Compensation

$29,530.00 - $56,950.00, with actual pay varying by location, experience, and other factors. Benefits include paid time off, 401(k), health insurance, tuition reimbursement, and more.

Our Culture & Values

At UMB, we value diversity, inclusion, and community. We support our employees with opportunities for growth, trust, and meaningful work. We are committed to providing equal employment opportunities and accommodating disabilities during the hiring process.

Additional Information

Seniority level: Entry level

Employment type: Full-time

Job function: Finance and Sales

Industries: Banking, Financial Services, Investment Banking