Branch Transaction Specialist

UMB Financial
United States
Workplace: OnsiteFull timeUSD 33,786 - 49,698 annuallyFunction: Customer Support (Service Desk)Education: high_schoolSkills: ["Customer-focused","Accuracy","Organizational skills","Communication","Compliance-minded"]

Support customers with both simple and complex banking transactions in a fast-paced branch setting. Deliver an exceptional in-person and over-the-phone customer experience, resolve service inquiries, and manage customer flow while meeting accuracy and compliance requirements. Maintain strong knowledge of self-service and digital tools to educate customers on completing banking needs independently. Help the branch reach growth goals by connecting customers to the right team members.

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UMB Financial
UMB Financial
1 month ago

Branch Transaction Specialist

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Canonical indexed version, validated from employer's careers page.

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

Job Summary

Support customers with both simple and complex banking transactions in a fast-paced branch setting. Deliver an exceptional in-person and over-the-phone customer experience, resolve service inquiries, and manage customer flow while meeting accuracy and compliance requirements. Maintain strong knowledge of self-service and digital tools to educate customers on completing banking needs independently. Help the branch reach growth goals by connecting customers to the right team members.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Customer Support (Service Desk)
Seniority: Entry level

Key Responsibilities

  • •Complete financial transactions and service requests accurately while complying with policies, procedures, and regulations.
  • •Provide an exceptional customer experience in the lobby, drive-thru, and over the phone to earn customer recommendations.
  • •Support branch daily operations to help ensure safety and soundness for customers and the bank.
  • •Use knowledge of self-service and digital platforms to help customers complete their banking needs at their convenience.
  • •Identify opportunities to connect customers with team members who can help them make, save, and protect money.

Pay and Benefits

Salary: USD 33,786 - 49,698 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionPaid HolidaysGym Membership

Key Requirements

  • •HS Diploma or equivalent.
  • •Ability to work Saturdays as needed or scheduled.
  • •Basic math and cash handling skills.
  • •Ability to learn products, services, and processes quickly and accurately.
  • •Professional, thorough, organized, and able to manage complex transactions across multiple systems.
Education:High School
Skills:Customer-focusedAccuracyOrganizational skillsCommunicationCompliance-minded

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