Personal Banker II: Build Relationships & Drive Lending

UMB Bank; Minnetonka (MN); On-site; USD 45,000 - 66,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical insurance

Dental insurance

Vision insurance

Health savings account

Tuition reimbursement

Employee assistance program

Job summary

UMB Bank in Minnetonka is seeking a Personal Banker to build relationships, learn UMB’s products, and guide customers to financial solutions. You will participate in sales processes, support branch objectives, and grow your personal book of business through prospecting and referrals.

The role emphasizes in-office collaboration, training on products, and service-to-sales conversations in a fast-paced, customer-focused environment.

Qualifications

• HS Diploma or equivalent required.
• Two years of retail banking sales experience or other relevant experience.
• Ability to obtain a NMLS registration within 90 days.
• Ability to learn products, services, and procedures quickly and accurately.
• Basic math skills and problem solving within risk parameters.

Responsibilities

• Asking personalized questions to learn about customers' financial goals and connect them to solutions.
• Create and manage a loan pipeline with cross-selling home equity loans, personal loans, auto loans, and mortgage referrals.
• Source consumer lending opportunities through networking and proactive sourcing.
• Learn transactions, cash drawer handling, and bank documentation per standards.
• Hone daily KPIs while delivering an unparalleled customer experience.
• Perform other duties as assigned.

Skills

Retail banking sales

Relationship building

NMLS registration within 90 days

Financial product knowledge

Communication skills

Education

HS Diploma or equivalent

Job description

UMB Bank in Minnetonka is seeking a Personal Banker to build relationships, learn UMB’s products, and guide customers to financial solutions. You will participate in sales processes, support branch objectives, and grow your personal book of business through prospecting and referrals.

The role emphasizes in-office collaboration, training on products, and service-to-sales conversations in a fast-paced, customer-focused environment.