Financial Services Representative

2 days ago

Denver, Colorado, United States UMB Financial Corporation Full time
About the Role

As a Personal Banker at UMB, you will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing personalized solutions to help them achieve their financial goals.

Key Responsibilities
  • Ask personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships and meet customer needs.
  • Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
  • Achieve daily key performance metrics while balancing competing priorities.
  • Learn and consistently perform processes like transactions, managing a cash drawer, and completing bank documentation according to industry and legal standards.
Requirements
  • Thrive in a high-energy, sales-driven team and leverage daily coaching and feedback to polish sales outcomes.
  • Use expert product knowledge and conversation skills to build upon 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 high school 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.
  • Have reliable transportation and the ability to work branch hours, including weekends and some evenings.
  • Be able to obtain NMLS registration within 90 days.
What We Offer

UMB offers competitive and varied benefits to eligible associates, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, a comprehensive company-sponsored benefit plan, health savings and flexible spending accounts, adoption assistance, an employee assistance program, fitness reimbursement, tuition reimbursement, an associate wellbeing program, an associate emergency fund, and various associate banking benefits.

Why Join UMB?

At UMB, you will be valued for exactly who you are and encouraged to support causes you care about. Expect more trust, more opportunities, and more heart. We are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

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