Personal Banker II

UMB Financial
United States
Workplace: OnsiteFull timeUSD 44,685 - 54,615Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Problem-solving","Communication","Active listening","Attention to detail"]

Build trusted customer relationships and guide them to financial solutions by asking personalized questions and converting interactions into opportunities. Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling home equity and consumer lending products. Source consumer lending opportunities via networking, business development, and proactive referrals, while handling transactions, cash drawer processes, and required documentation in line with legal and industry standards.

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UMB Financial
UMB Financial
1 month ago

Personal Banker II

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 2 months ago

Job Summary

Build trusted customer relationships and guide them to financial solutions by asking personalized questions and converting interactions into opportunities. Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling home equity and consumer lending products. Source consumer lending opportunities via networking, business development, and proactive referrals, while handling transactions, cash drawer processes, and required documentation in line with legal and industry standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions.
  • •Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals.
  • •Grow the customer base by sourcing consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing.
  • •Perform transaction-related processes such as managing a cash drawer and completing bank documentation according to industry and legal standards.
  • •Track and improve daily key performance metrics while maintaining the customer experience.

Pay and Benefits

Salary: USD 44,685 - 54,615
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVision

Key Requirements

  • •HS Diploma or equivalent.
  • •Two years of retail banking sales experience or other relevant experience.
  • •Ability to obtain NMLS registration within 90 days.
  • •Ability to learn products, services, and procedures quickly and accurately.
  • •Basic math skills to problem-solve within established risk parameters/tolerances.
Experience:Retail bankingConsumer lending
Education:High School
Skills:Customer relationship buildingProblem-solvingCommunicationActive listeningAttention to detail
Certifications:NMLS registration

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn