Personal Banker: Relationship & Solutions Expert

umb; Peoria (CO); 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

Comprehensive medical, dental, vision

Health savings

Flexible spending

Job summary

UMB is seeking a Personal Banker to build strong customer relationships, advise on financial products, and deliver an exceptional branch experience in Colorado. You’ll learn UMB’s products and sales process through extensive training and mentorship.

In this high-energy role, you’ll convert service requests into cross-sell opportunities, call leads, visit businesses, and help customers with transactions while meeting daily metrics.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• You thrive in a high-energy, sales-driven team and use product knowledge to meet customer needs.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Skills

Sales

Customer service

Relationship building

Communication

Attention to detail

Time management

Education

HS Diploma or equivalent

Job description

UMB is seeking a Personal Banker to build strong customer relationships, advise on financial products, and deliver an exceptional branch experience in Colorado. You’ll learn UMB’s products and sales process through extensive training and mentorship.

In this high-energy role, you’ll convert service requests into cross-sell opportunities, call leads, visit businesses, and help customers with transactions while meeting daily metrics.