Personal Banker Travel

Personal Bankers
Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. 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. We believe 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.
Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs
Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals
Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.
Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience
You have two years of retail banking sales experience or other relevant experience
You have reliable transportation and ability to work branch hours, including weekends and some evenings
You have the ability to obtain a NMLS registration within 90 days
You have basic math skills and ability to problem solve while operating within established risk parameters
You have demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships
You have strong business development capabilities for proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, service-to-sales conversations as well as leveraging centers of influence for referrals.
You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
You demonstrate attention to detail whether completing documents or explaining features and benefits
You enjoy coaching others as a sales mentor
Bonus points if:
You have a college degree or military equivalent strongly preferred
You are bilingual
paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; an employee assistance program; fitness reimbursement; tuition reimbursement; and various associate banking benefits. You're more than a means to an enda way to help us meet the bottom line. UMB is not comprised of workers, but of people who care about their work, one another, and their community.