Personal Banker III

2 days ago

Kansas City, Missouri, United States UMB Financial Corporation Full time
About the Role

The Personal Banker III at UMB plays a vital role in fostering strong customer relationships, recommending products and services, and driving branch achievements. As a key member of the team, you will be responsible for supporting the Branch Manager, encouraging team members to meet essential activities and behaviors, and building deep relationships with regional delivery managers, specialists, and the Personal Banking team.

Key Responsibilities
  • Support the Branch Manager by consistently communicating and reinforcing priorities with the team, and oversee the entire branch staff in their absence.
  • Encourage branch achievement of performance targets by managing daily huddles and intra-day checkpoints with team members to ensure progress to essential activities and behaviors.
  • Deliver the Unparalleled Customer Experience by closely managing customer interactions within the branch and refining team scheduling for business continuity, client experience, and support of key business development initiatives.
  • Ensure the branch operates in a safe and sound manner by following applicable policies, procedures, and guidelines.
  • Assist the Branch Manager in maintaining satisfactory audit ratings, managing critical operational metrics to minimize risks and losses, and maintaining high standards for security and account opening activities and resolution of customer escalations.
  • Act as the interim Branch Manager during times the Branch Manager is offsite, supporting the Personal Banking Team and daily functions of the Branch.
  • Other duties as assigned.
Customer Focus
  • Ask personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that meet their needs.
  • Individually create and manage 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.
  • Create sales opportunities and grow UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing.
  • Learn processes like transactions, manage a cash drawer, and complete 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.
  • Other duties as assigned.
Requirements
  • Have a HS Diploma or equivalent.
  • Have at least three years of retail banking sales experience or other relevant experience, including a proven ability to achieve sales targets.
  • Have the ability to work branch hours, including weekends and some evenings.
  • Can obtain an NMLS registration within 90 days.
  • Are passionate about leading and developing others.
  • Enjoy coaching others as a sales mentor.
  • 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 the ability to learn products, services, and procedures quickly and accurately.
  • Have basic math skills and ability to problem solve while operating within established risk parameters/tolerances.
  • Demonstrate ability to make personal connections, engage and educate customers and teammates, ask open-ended questions, and listen to establish trust and build lasting relationships.
  • 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.
Bonus Points
  • Have a college degree or military equivalent strongly preferred.
  • Are bilingual.

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.

UMB and its affiliates are committed to inclusion and diversity and provide 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 let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

  • Personal Banker III

    3 weeks ago

    Kansas City, Missouri, United States UMB Financial Corporation Full time

    Job SummaryThe Personal Banker III at UMB plays a pivotal role in strengthening customer relationships, recommending products and services, and driving branch achievements. As a key member of the team, you will support the Branch Manager, encourage team members to excel, and build deep relationships with regional delivery managers, specialists, and the...

  • Personal Banker

    1 day ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our customers achieve financial safety and success. Our culture is built on the values of helping people, businesses, and communities thrive. We believe in investing in our employees, providing them with the tools and resources they need to grow and succeed.Job SummaryWe're seeking a Personal...

  • Personal Banker

    2 days ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping our customers achieve financial safety and success. Our culture is built on the principles of helping people, businesses, and communities thrive. We believe in investing in our employees, providing them with the tools, resources, and training they need to succeed in their roles.Job SummaryWe're...

  • Retail Relationship Banker

    1 day ago

    Kansas City, Missouri, United States BMO Full time

    Job SummaryBMO is seeking a highly motivated and customer-focused Retail Relationship Banker to join our team. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their best interests.Key...

  • Senior Relationship Banker

    2 days ago

    Kansas City, Missouri, United States Southern Bank Full time

    Job Title: Personal Banker II FloatJob Summary:This role is a float-based position that focuses on expanding and retaining customer relationships by proactively meeting with customers to understand their financial needs and providing product and service recommendations.Key Responsibilities:Builds new customer relationships through frequent interactions and...

  • Mortgage Banker

    2 days ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Commerce BankAt Commerce Bank, we're committed to helping individuals and businesses achieve financial success. Our team is dedicated to providing exceptional service and support to our customers, and we're looking for talented professionals to join our team.Job SummaryThe Mortgage Banker - Direct to Consumer role is responsible for originating home...

  • Personal Banker II

    2 days ago

    Kansas City, Missouri, United States Southern Bank Full time

    Job SummaryThis is a branch-based sales position with some outside sales expectations, whose primary goal is to acquire, expand and retain customer relationships by proactively meeting with the customer to discover their financial needs and provide both product and service recommendations to them.Key ResponsibilitiesBuilds new customer relationships through...

  • Retail Relationship Banker

    1 week ago

    Kansas City, Missouri, United States BMO Full time

    Job SummaryWe are seeking a highly motivated and customer-focused Retail Relationship Banker to join our team at BMO. As a key member of our branch, you will be responsible for delivering exceptional service to our customers and prospects, identifying their financial needs, and providing advice and guidance on financial solutions that meet their best...

  • Investment Control Liaison III

    1 week ago

    Kansas City, Missouri, United States SS&C Full time

    Job Title: Investment Control Liaison IIISS&C is a global provider of investment and financial services and software for the financial services and healthcare industries. As a leading company, we are committed to delivering exceptional services to our clients.Job DescriptionWe are seeking an experienced Investment Control Liaison III to join our team. The...

  • Financial Services Representative

    4 weeks ago

    Kansas City, Missouri, United States Bank of Texas Full time

    Job Title: Personal Banker ICompany: Bank of TexasWe are seeking a highly motivated and customer-focused Personal Banker I to join our team at Bank of Texas. As a Personal Banker I, you will play a vital role in providing exceptional client experiences and building long-term relationships.Key Responsibilities:Deliver outstanding client service and build...

  • Universal Banker

    4 weeks ago

    Jefferson City, Missouri, United States First Mid Bank & Trust Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Universal Banker to join our team at First Mid Bank & Trust. As a key member of our banking team, you will be responsible for providing exceptional customer service, handling cash transactions, and promoting financial products and services to our customers.Key Responsibilities• Provide...

  • Senior Banking Professional

    4 weeks ago

    Kansas City, Missouri, United States First Federal Bank Full time

    About the RoleWe are seeking a highly skilled Senior Universal Banker to represent our bank in a manner that promotes our brand through exceptional customer service, contributing to our growth, and maintaining and expanding customer relationships.Key ResponsibilitiesDeliver exceptional customer service and promote our bank's brandContribute to the growth of...

  • Financial Services Representative

    3 weeks ago

    Kansas City, Missouri, United States CommunityAmerica Credit Union Full time

    Personal Banker Job DescriptionThe Personal Banker role at CommunityAmerica Credit Union involves building meaningful relationships with members through a consultative approach. Key responsibilities include selling credit union products and services, such as opening new accounts and facilitating lending processes, while delivering a personalized and...

  • Private Banking Relationship Manager III

    3 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceAt Commerce Bank, we're committed to helping our clients achieve financial safety and success. Our team of experienced professionals is dedicated to providing exceptional service and building long-term relationships with our clients. We're proud to be a leading provider of wealth management services, including financial planning,...

  • Treasury Management Coordinator

    1 day ago

    Kansas City, Missouri, United States CrossFirst Bank Full time

    About CrossFirst BankWe are a leading financial institution with over $7.6 billion in assets, serving the financial needs of businesses, professionals, and their families in various regions. Founded in 2007, we have consistently been recognized as one of the fastest-growing and best-performing banks in the country, achieving excellent asset quality and a...

  • Software Development Engineer III

    4 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceAt Commerce Bank, we're committed to helping people find financial safety and success, and we're looking for talented individuals to join our team. Our culture is built on a foundation of equity, belonging, and endless opportunities for growth and development.Our IT TeamOur IT team is a catalyst for transformation, powering...

  • Software Development Engineer III

    4 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceAt Commerce Bank, we're committed to helping people find financial safety and success, and we're looking for talented individuals to join our team. As a Software Development Engineer III, you'll play a key role in creating innovative solutions that propel our business units forward.Key ResponsibilitiesAnalyze, design, and develop...

  • Software Development Engineer III

    3 weeks ago

    Kansas City, Missouri, United States Commerce Bank Full time

    About Working at CommerceAt Commerce Bank, we're committed to helping people find financial safety and success. Our team is dedicated to making sure people and their money are taken care of. We believe in creating a culture that's about our people, both in our communities and within our organization.We're looking for talented individuals who share our...

  • Customer Service Representative II

    1 month ago

    Kansas City, Missouri, United States First Federal Bank Full time

    Customer Service Representative IIAt First Federal Bank, we're committed to helping our customers achieve financial wellness. As a Customer Service Representative II, you'll play a vital role in delivering exceptional customer service and contributing to the bank's growth.Key Responsibilities:Represent the bank in a manner that enhances its image through...

  • Banking Professional

    4 weeks ago

    Kansas City, Missouri, United States CrossFirst Bank Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Universal Banker to join our team at CrossFirst Bank. As a key member of our Relationship Banking team, you will be responsible for providing exceptional service and support to our clients, while also assisting with account openings, transactions, and maintenance.Key ResponsibilitiesOpen and...