Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 29,530 - 52,040 annuallyFunction: Banking, Lending & CreditExperience: 2+ yearsEducation: high_schoolSkills: ["Relationship building","Customer communication","Active listening","Problem-solving","Sales mentoring"]

Build customer relationships and recommend financial products to help customers meet their goals. Create and manage a loan pipeline with strong closing conversions by prospecting and cross-selling home equity lines of credit, personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking and conversations, complete required transactions and documentation, and track daily performance metrics to deliver an exceptional customer experience.

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UMB Financial
UMB Financial
2 months ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build customer relationships and recommend financial products to help customers meet their goals. Create and manage a loan pipeline with strong closing conversions by prospecting and cross-selling home equity lines of credit, personal loans, auto loans, and mortgage referrals. Source consumer lending opportunities through networking and conversations, complete required transactions and documentation, and track daily performance metrics to deliver an exceptional customer experience.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to connect customers with financial solutions that meet their needs
  • •Create and manage a loan pipeline, focusing on prospecting and cross-selling to drive closing conversions
  • •Develop sales opportunities by networking, using customer conversations, and proactively sourcing consumer lending referrals
  • •Handle branch processes including transactions, managing a cash drawer, and completing banking documentation to industry and legal standards
  • •Meet daily key performance metrics while balancing priorities to deliver an exceptional customer experience

Pay and Benefits

Salary: USD 29,530 - 52,040 annually
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipLearning Budget

Key Requirements

  • •High school diploma or equivalent
  • •Two years of retail banking sales experience (or other relevant experience)
  • •Ability to obtain NMLS registration within 90 days
  • •Ability to learn products, services, and procedures quickly and accurately
  • •Basic math skills and ability to problem-solve within established risk parameters
Experience:2+ yearsRetail banking
Education:High School
Skills:Relationship buildingCustomer communicationActive listeningProblem-solvingSales mentoring
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