Personal Banker II

UMB Financial
United States
Workplace: OnsiteFull timeUSD 33,920 - 59,760 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Prospecting","Sales coaching","Communication","Problem solving"]

Build customer relationships and recommend financial products to help clients secure their financial well-being. Prospect and cross-sell consumer lending, manage a loan pipeline to drive strong closing conversions, and grow your customer base through networking and service-to-sales conversations. Perform branch operations such as transactions, managing a cash drawer, and completing documentation in line with legal and industry standards. Meet daily performance metrics while delivering an exceptional customer experience.

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UMB Financial
UMB Financial
2 months ago

Personal Banker II

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

Job Summary

Build customer relationships and recommend financial products to help clients secure their financial well-being. Prospect and cross-sell consumer lending, manage a loan pipeline to drive strong closing conversions, and grow your customer base through networking and service-to-sales conversations. Perform branch operations such as transactions, managing a cash drawer, and completing documentation in line with legal and industry standards. Meet daily performance metrics while delivering an exceptional customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ask personalized questions to identify customer needs and recommend appropriate financial solutions
  • •Create and manage a loan pipeline, driving closing conversions through prospecting and cross-selling
  • •Source consumer lending opportunities via networking, customer conversations, business development, and proactive outreach
  • •Learn and execute branch processes including transactions, managing a cash drawer, and completing banking documentation to industry/legal standards
  • •Meet daily key performance metrics while balancing priorities and delivering an exceptional customer experience

Pay and Benefits

Salary: USD 33,920 - 59,760 annually
Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionGym MembershipEmployee Assistance

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
  • •Demonstrated ability to build trust with customers through open-ended questions, listening, and personal connections
Experience:Retail bankingConsumer lending
Education:High School
Skills:Customer relationship buildingProspectingSales coachingCommunicationProblem solving
Certifications:NMLS

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