Personal Banker: Relationship-Driven Financial Solutions

UMB Financial Corporation; Erie (CO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Paid holidays

Job summary

UMB Financial Corporation is seeking a Personal Banker in Colorado to build strong customer relationships and advise on financial solutions. You’ll learn UMB products, follow the sales process, and support customers with a personalized banking experience.

You’ll call leads, visit local businesses for workplace banking, and develop referral networks while meeting daily KPIs and complying with industry standards.

Qualifications

• HS Diploma or equivalent required.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.

Responsibilities

• Asking personalized questions to convert transactions and service requests into cross-sell opportunities.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily KPI targets while balancing priorities.
• Learning processes like transactions, cash handling, and bank documentation per standards.
• Other duties as assigned.

Skills

Customer service

Sales oriented

Communication skills

Education

HS Diploma or equivalent

Tools

NMLS registration

Job description

UMB Financial Corporation is seeking a Personal Banker in Colorado to build strong customer relationships and advise on financial solutions. You’ll learn UMB products, follow the sales process, and support customers with a personalized banking experience.

You’ll call leads, visit local businesses for workplace banking, and develop referral networks while meeting daily KPIs and complying with industry standards.