Learning Branch Branch Manager

UMB Financial
United States
Workplace: OnsiteFull timeUSD 57,760 - 109,460 annuallyFunction: Education & TrainingExperience: 2+ yearsEducation: bachelorsSkills: ["Leadership","Coaching","Sales conversations","Customer escalations","Performance management"]

Lead execution of branch operations and revenue-generating activities for a learning branch, ensuring exceptional customer experiences while following bank regulations and company policies. Coach associates through proactive financial conversations, manage escalations and complex account maintenance, support training and mentoring for new retail branch staff, and perform needs assessments to identify performance gaps. Meet performance and operational goals, handle cash, open deposit and loan accounts, and drive associate engagement to retain talent.

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UMB Financial
UMB Financial
2 months ago

Learning Branch Branch Manager

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Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Lead execution of branch operations and revenue-generating activities for a learning branch, ensuring exceptional customer experiences while following bank regulations and company policies. Coach associates through proactive financial conversations, manage escalations and complex account maintenance, support training and mentoring for new retail branch staff, and perform needs assessments to identify performance gaps. Meet performance and operational goals, handle cash, open deposit and loan accounts, and drive associate engagement to retain talent.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Education & Training
Seniority: Manager level

Key Responsibilities

  • •Lead branch operations and revenue-generating activities while ensuring compliance with regulations and company policies.
  • •Coach associates on performance, including proactive sales conversations, operational items, and customer interactions.
  • •Handle complex account maintenance and resolve customer escalations.
  • •Coordinate and deliver training/mentoring/modeling for new retail branch associates and coach personal bankers on training/mentoring skills.
  • •Meet performance and operational goals, perform customer financial reviews, manage cash handling, and open deposit and loan accounts.

Pay and Benefits

Salary: USD 57,760 - 109,460 annually
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionAdoption AssistanceEmployee Assistance

Key Requirements

  • •Bachelor’s degree in Business Administration or comparable college and/or business experience.
  • •3 years of leadership, associate development, or sales management experience.
  • •2+ years of banking/financial services experience (or equivalent education/experience).
  • •NMLS registration or ability to obtain within 90 days.
Experience:2+ yearsBankingFinancial services
Education:Bachelor's
Skills:LeadershipCoachingSales conversationsCustomer escalationsPerformance management
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