Personal Banker II

UMB Financial
United States
Workplace: OnsiteFull timeUSD 44,685 - 65,736Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Relationship building","Communication","Problem-solving","Attention to detail","Customer education"]

Build lasting customer relationships and use product knowledge to recommend and sell consumer lending solutions. Create and manage a loan pipeline by prospecting and cross-selling home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Handle customer interactions end-to-end, including transactions, maintaining a cash drawer, and completing documentation to industry and legal standards. Work with leaders and coaches while driving daily performance goals in a branch setting.

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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 lasting customer relationships and use product knowledge to recommend and sell consumer lending solutions. Create and manage a loan pipeline by prospecting and cross-selling home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Handle customer interactions end-to-end, including transactions, maintaining a cash drawer, and completing documentation to industry and legal standards. Work with leaders and coaches while driving daily performance goals in a branch setting.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ask personalized questions to connect customer needs to appropriate financial solutions.
  • •Create and manage a loan pipeline with strong closing conversions by prospecting and cross-selling home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals.
  • •Source consumer lending opportunities by networking, conducting customer conversations, and proactively driving business development and referrals.
  • •Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
  • •Drive daily performance metrics while balancing priorities and delivering an excellent customer experience.

Pay and Benefits

Salary: USD 44,685 - 65,736
Perks:Health Insurance401k Matching

Key Requirements

  • •HS Diploma (or equivalent).
  • •Two years of retail banking sales experience (or other relevant experience).
  • •Reliable transportation and the ability to work branch hours, including weekends and some evenings.
  • •Ability to obtain NMLS registration within 90 days.
  • •Ability to learn products/services/procedures quickly, with basic math skills and problem-solving within risk parameters.
Experience:Retail banking
Education:High School
Skills:Relationship buildingCommunicationProblem-solvingAttention to detailCustomer education
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