Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 37,490 - 54,700 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Customer relationship building","Sales mentorship","Communication","Problem-solving","Attention to detail"]

Build trusting relationships with customers by asking personalized questions and recommending financial solutions. Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling products such as home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking, customer conversations, and proactive business development while handling transactions, cash drawer processes, and required documentation in line with industry and legal standards.

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UMB Financial
UMB Financial
4 months ago

Personal Banker I

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

Job Summary

Build trusting relationships with customers by asking personalized questions and recommending financial solutions. Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling products such as home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking, customer conversations, and proactive business development while handling transactions, cash drawer processes, and required documentation in line with industry and legal standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Ask personalized questions to convert customer interactions into opportunities to understand goals and connect customers to solutions.
  • •Create and manage a loan pipeline, driving strong closing conversions through prospecting and cross-selling.
  • •Grow the customer base by sourcing consumer lending opportunities via networking, customer conversations, and proactive business development.
  • •Learn and follow processes for transactions, managing a cash drawer, and completing banking documentation to industry and legal standards.
  • •Track and improve daily key performance metrics while balancing priorities and delivering an excellent customer experience.

Pay and Benefits

Salary: USD 37,490 - 54,700 annually
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym Membership

Key Requirements

  • •HS Diploma or equivalent.
  • •Two years of retail banking sales experience or other relevant experience.
  • •Ability to work branch hours, including weekends and some evenings, with reliable transportation.
  • •Ability to obtain NMLS registration within 90 days.
  • •Basic math skills and ability to problem-solve within established risk parameters/tolerances.
Experience:2+ yearsRetail banking
Education:High School
Skills:Customer relationship buildingSales mentorshipCommunicationProblem-solvingAttention to detail
Certifications:NMLS registration
Languages:Bilingual

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