Relationship Banking Specialist

UMB Bank; Erie (CO); Vor Ort; USD 39.000 - 57.000; Vollzeit

Benefits dieser Stelle

Paid Time Off

401(k) matching

Annual incentive pay

Medical insurance

Dental insurance

Vision insurance

Health savings account

Dependent care account

Tuition reimbursement

Wellbeing program

Zusammenfassung

UMB Bank in Erie, CO is seeking a Personal Banker to build relationships and identify financial solutions that meet customers' needs. You will learn UMB products, follow sales processes, and work closely with leaders to grow your career in consumer banking.

In this role you will convert transactions into cross-sell opportunities, call leads, visit local businesses for workplace banking, and aim to meet daily performance metrics while maintaining regulatory standards.

Qualifikationen

• 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.
• HS Diploma or equivalent

Aufgaben

• Asking personalized questions to convert transactions and service requests into cross-sell conversations.
• Visiting businesses to offer workplace banking and developing referral networks.
• Achieving daily key performance metrics while balancing priorities.
• Learning processes like transactions, cash drawer handling, and bank documentation.
• Other duties as assigned.

Kenntnisse

Customer service

Sales

Relationship banking

Product knowledge

Communication

Ausbildung

High School Diploma or equivalent

Jobbeschreibung

UMB Bank in Erie, CO is seeking a Personal Banker to build relationships and identify financial solutions that meet customers' needs. You will learn UMB products, follow sales processes, and work closely with leaders to grow your career in consumer banking.

In this role you will convert transactions into cross-sell opportunities, call leads, visit local businesses for workplace banking, and aim to meet daily performance metrics while maintaining regulatory standards.