Personal Banker: Relationship Builder & Sales Pro

UMB Bank; St. Louis (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision and other ins.

Health savings accounts

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Bank in Maryland Heights, MO is seeking a Personal Banker who builds relationships and recommends financial solutions. You’ll learn UMB products, work with leaders, and provide an unparalleled customer experience in a fast-paced branch environment.

Key duties include converting transactions into cross-sell opportunities, calling leads, and assisting customers with workplace banking and referrals. Requirements include a HS diploma, retail experience, and ability to obtain NMLS within 90 days.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Personally creating sales opportunities by calling leads and visiting businesses for workplace banking referrals.
• Achieving daily key performance metrics while balancing competing priorities.
• Learning processes like transactions, managing a cash drawer, and completing bank documentation.
• Other duties as assigned.

Skills

Customer service

Sales conversations

Communication skills

Relationship building

Education

HS Diploma or equivalent

Job description

UMB Bank in Maryland Heights, MO is seeking a Personal Banker who builds relationships and recommends financial solutions. You’ll learn UMB products, work with leaders, and provide an unparalleled customer experience in a fast-paced branch environment.

Key duties include converting transactions into cross-sell opportunities, calling leads, and assisting customers with workplace banking and referrals. Requirements include a HS diploma, retail experience, and ability to obtain NMLS within 90 days.