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Financial Solutions Advisor I
2 months ago
UMB's branches provide numerous opportunities for advancing your financial acumen and developing your career within Consumer Banking and UMB. We believe that inquiries foster discussions, paving the way for impactful financial recommendations for our clients. Our approach to relationship banking is personalized; we set ourselves apart by delivering an exceptional customer experience.
As a Client Relationship Specialist, you will receive comprehensive training on UMB's offerings, the sales methodology, and how to provide effective financial solutions.
Your responsibilities will include:
- Engaging in personalized dialogues to transform transactions, account maintenance, and routine service requests into cross-selling opportunities that strengthen client relationships while addressing customer needs.
- Proactively generating sales opportunities by reaching out to leads, visiting businesses to present workplace banking options, and cultivating referral networks.
- Meeting your daily performance metrics while managing competing priorities effectively.
- Learning processes such as transaction handling, cash drawer management, and completing bank documentation in compliance with industry and legal standards.
- Performing other assigned duties as required.
- You excel in a dynamic, sales-oriented team environment and utilize daily coaching and feedback to enhance your sales performance.
- You leverage your in-depth product knowledge and communication skills to address customer needs and make a significant impact on their financial journeys.
- You convey information compellingly, maintain a positive demeanor, and enjoy problem-solving to create favorable outcomes.
- You pay meticulous attention to detail when completing documents or explaining product features and benefits.
- You possess a high school diploma or equivalent.
- You have at least one year of experience in a retail setting engaging with customers and making product recommendations that lead to sales or relevant experience.
- You have reliable transportation and are available to work branch hours, including weekends and some evenings.
- You can obtain NMLS registration within 90 days.
Minimum:
$29, Maximum: $68,330.00
The compensation range provided in this listing reflects UMB's standard for this position; however, actual compensation may vary based on geographic location, experience level, and other job-related factors.
UMB offers a competitive and diverse benefits package to eligible associates, including Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company-sponsored benefits plan encompassing medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.
Are you ready to be part of something greater?
At UMB, you are more than just a means to an end; you are integral to our success. We are a community of individuals who care about our work, each other, and the communities we serve. Expect more than the ordinary. At UMB, you can anticipate a culture of empathy. You will be valued for your unique contributions and encouraged to support causes that matter to you. Expect more trust. We empower you to act with integrity, regardless of the circumstances. And expect more opportunities. UMB employees are known for pursuing diverse career paths and having their voices heard.
UMB and its affiliates are dedicated to fostering inclusion and diversity, providing equal employment opportunities to all employees and applicants without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.
If you require accommodation during any part of the employment process due to a disability, please inform us of your needs.
If you are a California resident, please review our Privacy Notice for California Job Candidates to understand how we collect and utilize your personal information when you apply for employment with UMB.
