Personal Banker I
$29,530–$52,040 year
On-site · Platteville, Wisconsin, United States
Job Summary
Personal Banker I role at UMB focuses on building customer relationships, identifying needs, and offering financial solutions through cross-sell conversations. Responsibilities include converting transactions into sales opportunities via calling leads and workplace banking visits, developing referral networks, managing cash drawer, completing bank documentation per standards, and meeting daily performance metrics. Requires strong communication, problem-solving, attention to detail, and the ability to learn processes and products through extensive training. Education equals a high school diploma or equivalent; at least 1 year of retail/customer-engagement experience; willingness to work branch hours including weekends/evenings; and eligibility to obtain NMLS registration within 90 days.
Required Qualifications
- HS Diploma or equivalent
- 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- Reliable transportation and ability to work branch hours, including weekends and some evenings
- Ability to obtain NMLS registration within 90 days
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