Personal Banker III

4 weeks 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.

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