Personal Banker

About This Role

This Personal Banker role at UMB focuses on building strong customer relationships and expertly recommending and selling financial products and services. The position involves identifying customer needs and offering solutions to enhance their financial well-being, while also making banking processes easy. It offers significant opportunities for financial education and career growth within Consumer Banking at UMB.

Responsibilities

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships and meet customer needs
• Personally create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn processes like transactions, managing a cash drawer, and completing bank documentation, consistently performing them according to industry and legal standards
• Perform other job duties as assigned

Requirements

• Thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish sales outcomes
• Use expert product knowledge and conversation skills to build upon customers' needs and make a true difference in their financial lives
• Communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• Demonstrate attention to detail whether completing documents or explaining features and benefits
• HS Diploma or equivalent
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• Reliable transportation and ability to work branch hours, including weekends and some evenings
• Ability to obtain NMLS registration within 90 days

Benefits

• Paid Time Off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Comprehensive company-sponsored benefit plan including medical, dental, vision, and other insurance coverage
• Health savings, flexible spending, and dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition support

Important Details

• Application deadline: 45 days from the posting date unless filled earlier

About the Company

UMB is committed to helping its employees achieve their goals, providing extensive training on products, services, and sales processes, and offering mentorship from UMB leaders.