Financial Services Representative
6 days ago
About the Role:
As a Personal Banker at UMB Financial Corporation, you will play a critical role in building and maintaining strong relationships with our customers. You will be responsible for identifying customer needs and providing personalized financial solutions to help them achieve their financial goals.
Key Responsibilities:
- Ask personalized questions to convert transactions, account maintenance, and other 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 processes like transactions, managing a cash drawer, and completing bank documentation, and consistently perform according to industry and legal standards.
- Other job duties as assigned.
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 customer 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 HS 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 ability to work branch hours, including weekends and some evenings.
- Have the ability to obtain NMLS registration within 90 days.
Compensation and Benefits:
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, and more.
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