Relationship Banker I: Build Wealth & Provide Solutions

UMB Financial Corporation; Colorado; Presencial; USD 39.000 - 57.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision and other ins.

Health savings accounts

Flexible spending accounts

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Descripción de la vacante

UMB Financial Corporation is seeking a Personal Banker in Colorado to build lasting customer relationships, understand needs, and offer financial solutions. You will learn UMB products, navigate the sales process, and collaborate with leaders to deliver exceptional service across branches.

You will daily conduct needs-based conversations, call on leads, and support workplace banking opportunities while meeting sales metrics and complying with banking standards.

Formación

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.

Responsabilidades

• 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

Conocimientos

Sales aptitude

Customer relationships

Communication

Problem solving

Educación

HS Diploma or equivalent

Descripción del empleo

UMB Financial Corporation is seeking a Personal Banker in Colorado to build lasting customer relationships, understand needs, and offer financial solutions. You will learn UMB products, navigate the sales process, and collaborate with leaders to deliver exceptional service across branches.

You will daily conduct needs-based conversations, call on leads, and support workplace banking opportunities while meeting sales metrics and complying with banking standards.