Personal Banker II

UMB Financial
United States
Workplace: OnsiteFull timeUSD 33,920 - 49,650 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Customer relationship building","Sales execution","Communication","Problem-solving","Attention to detail"]

Build customer relationships by asking personalized questions, identifying financial needs, and recommending the right products and services. Create and manage a loan pipeline focused on cross-selling home equity lines and loans, personal and auto loans, and mortgage referrals. Learn banking processes, manage a cash drawer, and follow documentation standards while meeting key performance metrics in a sales-driven branch environment.

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UMB Financial
UMB Financial
2 months 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 customer relationships by asking personalized questions, identifying financial needs, and recommending the right products and services. Create and manage a loan pipeline focused on cross-selling home equity lines and loans, personal and auto loans, and mortgage referrals. Learn banking processes, manage a cash drawer, and follow documentation standards while meeting key performance metrics in a sales-driven branch environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Convert customer interactions into opportunities by asking personalized questions to understand financial goals and needs.
  • •Create and manage a loan pipeline with strong closing conversions, focusing on prospecting and cross-selling home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals.
  • •Source consumer lending opportunities through networking, customer conversations, business development, and proactive outreach.
  • •Perform banking processes including transactions, managing a cash drawer, and completing documentation according to industry and legal standards.
  • •Meet daily key performance metrics while balancing priorities and delivering an exceptional customer experience.

Pay and Benefits

Salary: USD 33,920 - 49,650 annually
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionAdoption AssistanceEmployee AssistanceGym MembershipDependent CareEmergency FundBanking Benefits

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
  • •Obtain NMLS registration within 90 days
  • •Ability to learn products, services, and procedures quickly and accurately; basic math and problem-solving within established risk parameters
Experience:2+ yearsRetail banking
Education:High School
Skills:Customer relationship buildingSales executionCommunicationProblem-solvingAttention to detail
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