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Personal Banker
UMB Bank Columbia, MO
$93k-123k (estimate)
Full Time | Banking 2 Weeks Ago
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UMB Bank is Hiring a Personal Banker Near Columbia, MO

Personal Bankers at UMB are experts at building customer relationships and salesmanship. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. UMB believes that questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

How you will spend your time:

  • Ask personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
  • Personally create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
  • Achieve your daily key performance metrics while balancing competing priorities.
  • Learn processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
  • Other duties as assigned.

We are excited to talk to you if you:

  • Thrive in a high energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes.
  • Use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives.
  • Communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes.
  • Demonstrate attention to detail whether completing documents or explaining features and benefits.
  • Have a HS Diploma or equivalent
  • Have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
  • Reliable transportation and ability to work branch hours, including weekends and some evenings
  • NMLS registration within 90 days

Job Type: Full-time

Pay: $17.00 - $19.00 per hour

Expected hours: 40 per week

Benefits:

  • 401(k)
  • 401(k) matching
  • Dental insurance
  • Health insurance
  • Opportunities for advancement
  • Paid sick time
  • Paid time off
  • Parental leave
  • Vision insurance

Experience level:

  • 1 year

Schedule:

  • Monday to Friday
  • Weekends as needed

Work Location: In person

Job Summary

JOB TYPE

Full Time

INDUSTRY

Banking

SALARY

$93k-123k (estimate)

POST DATE

04/24/2024

EXPIRATION DATE

04/28/2024

WEBSITE

umb.com

HEADQUARTERS

DENVER, CO

SIZE

3,000 - 7,500

FOUNDED

1913

CEO

ERICA WHITMAN

REVENUE

$1B - $3B

INDUSTRY

Banking

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About UMB Bank

UMB Financial Corporation is a leading provider of financial services for individuals and institutions. Bank deposit products provided by UMB Bank n.a., Member FDIC. Equal Housing Lender. For additional disclosures and information, view our Privacy Statement and Legal Terms and Conditions found on www.umb.com.

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The job skills required for Personal Banker include Customer Relationship, Problem Solving, Product Knowledge, Client Relationship, Attention to Detail, etc. Having related job skills and expertise will give you an advantage when applying to be a Personal Banker. That makes you unique and can impact how much salary you can get paid. Below are job openings related to skills required by Personal Banker. Select any job title you are interested in and start to search job requirements.

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The following is the career advancement route for Personal Banker positions, which can be used as a reference in future career path planning. As a Personal Banker, it can be promoted into senior positions as a Private Banker III that are expected to handle more key tasks, people in this role will get a higher salary paid than an ordinary Personal Banker. You can explore the career advancement for a Personal Banker below and select your interested title to get hiring information.

If you are interested in becoming a Personal Banker, you need to understand the job requirements and the detailed related responsibilities. Of course, a good educational background and an applicable major will also help in job hunting. Below are some tips on how to become a Personal Banker for your reference.

Step 1: Understand the job description and responsibilities of an Accountant.

Quotes from people on Personal Banker job description and responsibilities

The personal banker examines a client's assets, suggests additional banking services, and offers solutions when consulted about financial needs.

12/13/2021: Salt Lake City, UT

Customers typically receive help and advice when completing loan applications and may even find that the loan application process can be streamlined with a personal banker's guidance.

12/09/2021: Pocatello, ID

Personal bankers are expected to sell financial products and services to clients or refer them to other departments within the bank.

02/14/2022: Macon, GA

The bank assigns a personal banker goals for selling products such as vacation savings accounts, credit cards, certificates of deposit, loans and paperless banking.

01/16/2022: Nassau, NY

At the end of the day, personal bankers are employees of the banks that they work for and are expected to meet the KPIs set for them.

02/14/2022: Saint Paul, MN

Step 2: Knowing the best tips for becoming an Accountant can help you explore the needs of the position and prepare for the job-related knowledge well ahead of time.

Career tips from people on Personal Banker jobs

Personal bankers should focus on financial analysis and accounting.

12/08/2021: Lima, OH

Small or large, credit unions and banks rely on personal bankers to build and solidify their relationship with people who have accounts and loans with them.

01/03/2022: Appleton, WI

Personal bankers usually must register with National Mortgage Licensing System and Registry, or NMLS.

01/01/2022: Memphis, TN

Provides knowledge of financing, loans, and personal banking.

01/23/2022: Youngstown, OH

A personal banker may refer his clients to other bank experts.

03/04/2022: Fayetteville, NC

Step 3: View the best colleges and universities for Personal Banker.

Florida Southern College
Colby College
Dartmouth College
University of Notre Dame
Western Washington University
Canisius College