UMB Financial

1 week ago

Personal Banker II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Build customer relationships by asking personalized questions and using product knowledge to recommend and sell banking products. Manage a loan pipeline and drive strong closing conversions through prospecting and cross-selling, including home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking and customer conversations, while completing transactions and documentation to industry and legal standards.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Ask personalized questions to convert customer interactions into opportunities aligned to their financial goals.
•Create and manage a loan pipeline with strong closing conversions, focusing on home equity loans/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 prospecting.
•Perform transactions, manage a cash drawer, and complete banking documentation in accordance with industry and legal standards.
•Track daily key performance metrics and balance competing priorities to deliver an exceptional customer experience.

Pay and Benefits

Salary: USD 44,685 - 65,736

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym Membership

Key Requirements

•HS Diploma (or equivalent).
•Two years of retail banking sales experience (or other relevant experience).
•Ability to obtain an NMLS registration within 90 days.
•Reliable transportation and ability to work branch hours, including weekends and some evenings.
•Ability to learn products and procedures quickly, with basic math and problem-solving skills within established risk parameters.

Experience:Retail banking salesConsumer lendingMortgage referrals

Education:High School

Skills:Customer relationship buildingSalesCommunicationProblem solvingAttention 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

Website LinkedIn

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UMB Financial

1 week ago

Personal Banker II

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Ask personalized questions to convert customer interactions into opportunities aligned to their financial goals.
•Create and manage a loan pipeline with strong closing conversions, focusing on home equity loans/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 prospecting.
•Perform transactions, manage a cash drawer, and complete banking documentation in accordance with industry and legal standards.
•Track daily key performance metrics and balance competing priorities to deliver an exceptional customer experience.

Pay and Benefits

Salary: USD 44,685 - 65,736

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym Membership

Key Requirements

•HS Diploma (or equivalent).
•Two years of retail banking sales experience (or other relevant experience).
•Ability to obtain an NMLS registration within 90 days.
•Reliable transportation and ability to work branch hours, including weekends and some evenings.
•Ability to learn products and procedures quickly, with basic math and problem-solving skills within established risk parameters.

Experience:Retail banking salesConsumer lendingMortgage referrals

Education:High School

Skills:Customer relationship buildingSalesCommunicationProblem solvingAttention to detail

Certifications:NMLS registration

Company Brief

UMB Financial

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

Website LinkedIn