Floating Personal Banker II

UMB Financial
Denver
Workplace: OnsiteFull timeUSD 23 - 24 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales","Problem-solving","Communication","Mentorship"]

Build customer relationships and convert interactions into financial solutions as a Floating Personal Banker. You’ll create and manage a loan pipeline, focusing on consumer lending needs such as home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. The role includes completing banking documentation and cash drawer responsibilities, meeting daily performance metrics, and traveling regularly to branches across the Denver market and surrounding areas.

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UMB Financial
UMB Financial
2 months ago

Floating Personal Banker II

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Job Summary

Build customer relationships and convert interactions into financial solutions as a Floating Personal Banker. You’ll create and manage a loan pipeline, focusing on consumer lending needs such as home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. The role includes completing banking documentation and cash drawer responsibilities, meeting daily performance metrics, and traveling regularly to branches across the Denver market and surrounding areas.
Location: Denver
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ask personalized questions to connect customers’ financial goals to solutions during every interaction.
  • •Create and manage a loan pipeline with strong closing conversions, including prospecting and cross-selling consumer lending.
  • •Generate sales opportunities and grow the customer base using product knowledge, networking, and proactive sourcing.
  • •Perform banking processes such as transactions, managing a cash drawer, and completing documentation according to industry and legal standards.
  • •Manage daily key performance metrics while balancing competing priorities and providing an exceptional customer experience.

Pay and Benefits

Salary: USD 23 - 24 hourly
Perks:Paid Leave401k

Key Requirements

  • •HS Diploma or equivalent.
  • •Two years of retail banking sales experience or other relevant experience.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Ability to obtain a NMLS registration within 90 days.
  • •Ability to learn products, services, and procedures quickly and accurately.
Education:High School
Skills:Customer relationship buildingSalesProblem-solvingCommunicationMentorship
Licenses: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