Personal Banker II

UMB Financial
Albuquerque
Workplace: OnsiteFull timeUSD 33,920 - 65,380 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Customer communication","Listening","Problem-solving","Attention to detail"]

Build customer relationships and use product knowledge to identify needs, convert customer interactions into sales opportunities, and grow a loan pipeline. Prospect and cross-sell consumer lending products such as home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Manage transactions and required documentation to industry and legal standards, track and challenge performance metrics, and improve outcomes with coaching while delivering an exceptional customer experience.

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UMB Financial
UMB Financial
1 month ago

Personal Banker II

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Status: Live

Job Summary

Build customer relationships and use product knowledge to identify needs, convert customer interactions into sales opportunities, and grow a loan pipeline. Prospect and cross-sell consumer lending products such as home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals. Manage transactions and required documentation to industry and legal standards, track and challenge performance metrics, and improve outcomes with coaching while delivering an exceptional customer experience.
Location: Albuquerque
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 and connect customers to financial solutions.
  • •Create and manage a loan pipeline, prospect, and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals.
  • •Source consumer lending opportunities through networking, customer conversations, business development, and proactive prospecting.
  • •Perform transactions, manage a cash drawer, and complete bank documentation in line with industry and legal standards.
  • •Track daily key performance metrics, balance priorities, and support an exceptional customer experience.

Pay and Benefits

Salary: USD 33,920 - 65,380 annually
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionHsaFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipLearning Budget

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.
  • •Ability to learn products, services, and procedures quickly and accurately, with basic math skills and problem-solving within risk parameters.
Experience:2+ yearsRetail banking sales
Education:High School
Skills:Relationship buildingCustomer communicationListeningProblem-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