Transaction Specialist

UMB Financial
United States
Workplace: OnsiteFull timeUSD 33,786 - 49,698Function: SalesEducation: high_schoolSkills: ["Customer relationship building","Communication","Attention to detail","Problem-solving","Coaching responsiveness"]

Build customer relationships by converting transactions and routine service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while completing transaction processes, managing a cash drawer, and maintaining accurate bank documentation to industry and legal standards. Join a coaching-driven, sales-focused team with extensive training on products, services, and the sales process.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
UMB Financial
UMB Financial
1 month ago

Transaction Specialist

✓ Verified Job

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

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

Job Summary

Build customer relationships by converting transactions and routine service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while completing transaction processes, managing a cash drawer, and maintaining accurate bank documentation to industry and legal standards. Join a coaching-driven, sales-focused team with extensive training on products, services, and the sales process.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and service requests into cross-sell conversations.
  • •Create sales opportunities by calling leads, visiting businesses for workplace banking, and building referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform transaction processes, manage a cash drawer, and complete required bank documentation.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 33,786 - 49,698
Perks:Paid Leave401kMedicalDentalVision

Key Requirements

  • •HS diploma or equivalent
  • •1 year of experience in a retail environment engaging with customers and recommending products that lead to sales (or relevant experience)
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings
  • •Ability to obtain NMLS registration within 90 days
  • •Thrives in a high-energy, sales-driven team and uses coaching/feedback to improve sales outcomes
Experience:BankingRetail environment
Education:High School
Skills:Customer relationship buildingCommunicationAttention to detailProblem-solvingCoaching responsiveness
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