Personal Banker I
$38,916–$57,244 year
On-siteLevelland, Texas, United States
Job Summary
Ask personalized questions to convert routine service requests into cross-sell conversations that deepen client relationships. Personally create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Achieve daily key performance metrics while balancing competing priorities. Learn processes for transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards. Obtain NMLS registration within 90 days and work branch hours including weekends and evenings. This role offers extensive training on UMB's products, sales processes, and financial solutions within a high-energy, sales-driven team focused on building meaningful financial recommendations for customers.
Required Qualifications
- HS Diploma or equivalent
- one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- reliable transportation
- ability to work branch hours, including weekends and some evenings
- the ability to obtain NMLS registration within 90 days
Desired Qualifications
- thrive in a high-energy, sales-driven team
- leverage daily coaching and feedback to polish your sales outcomes
- expert product knowledge
- conversation skills
- communicate in a compelling manner
- project a positive image
- enjoy solving problems and creating positive outcomes
- demonstrate attention to detail
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