Financial Services Representative

4 weeks ago

Colorado Springs, Colorado, United States UMB Financial Corporation Full time
Job Summary:

As a Personal Banker at UMB, you will play a key role in building and maintaining strong relationships with customers, providing them with expert advice and guidance on financial products and services. You will be responsible for identifying customer needs and offering tailored solutions to meet those needs, while also ensuring that customers receive exceptional service and support.

Key Responsibilities:

Asking personalized questions to convert transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships while meeting customer needs

Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks

Achieving daily key performance metrics while balancing competing priorities

Learning processes like transactions, managing a cash drawer, and completing bank documentation that you consistently perform according to industry and legal standards

Requirements:

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 have a HS Diploma or equivalent

You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience

You have reliable transportation and ability to work branch hours, including weekends and some evenings

You have the ability to obtain NMLS registration within 90 days

What We Offer:

UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company-sponsored benefit plan including 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. Benefit offerings and eligibility requirements vary.

About UMB:

UMB is a financial services company that is committed to inclusion and diversity and provides employment opportunities to all employees and applicants for employment 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 need accommodation for any part of the employment process because of a disability, please send an e-mail to talentacquisition@umb.com to let us know the nature of your request.

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