Personal Banker II: Relationship-Driven Banking & Loans

UMB Bank; Sheboygan (WI); Vor Ort; USD 45.000 - 66.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Medical, dental, vision insurance

Paid Time Off

Tuition reimbursement

Zusammenfassung

UMB Bank seeks a Personal Banker to build customer relationships and recommend financial solutions. You will learn UMB products, support the sales process, and collaborate with leaders for mentorship.

The role focuses on cross-selling loans and banking services while maintaining compliance and excellent customer service. Expect to work in-office in Sheboygan, with training on product knowledge and a path to grow within consumer banking.

Qualifikationen

• HS Diploma or equivalent.
• Two years of retail banking sales experience or other relevant experience.
• Ability to obtain an NMLS registration within 90 days.
• Ability to learn products, services, and procedures quickly and accurately.
• Strong math skills and ability to solve problems within risk parameters.
• Ability to build personal connections and educate customers for trust.
• Proven business development capabilities to grow a personal book of business.

Aufgaben

• Asking personalized questions to convert interactions into learning about financial goals.
• Managing a loan pipeline with strong closing conversions in home equity, personal, auto and mortgage referrals.
• Creating sales opportunities by applying product knowledge to source lending opportunities through networking and conversations.
• Learning processes like transactions, cash handling, and bank documentation per industry standards.
• Pushing daily KPIs while delivering exceptional customer experience.

Kenntnisse

Communication skills

Customer relationship building

Sales experience

Problem solving

Ausbildung

HS Diploma or equivalent

College degree preferred

Jobbeschreibung

UMB Bank seeks a Personal Banker to build customer relationships and recommend financial solutions. You will learn UMB products, support the sales process, and collaborate with leaders for mentorship.

The role focuses on cross-selling loans and banking services while maintaining compliance and excellent customer service. Expect to work in-office in Sheboygan, with training on product knowledge and a path to grow within consumer banking.