Personal Banker III
$38,910–$68,600 year
On-site · Raytown, Missouri, United States
Job Summary
Personal Banker III at UMB focuses on strengthening customer relationships, recommending financial products and services, and supporting branch leadership to achieve targets. Responsibilities include guiding daily branch operations, coaching teammates, managing the loan pipeline with cross-selling opportunities (home equity loans, lines of credit, unsecured personal loans, auto loans, mortgage referrals), delivering an unparalleled customer experience through proactive customer interactions, ensuring compliance with policies and security standards, and maintaining audit readiness. The role requires effective communication, problem solving, and the ability to learn products and procedures quickly, with emphasis on building lasting customer relationships and driving business development through both prospecting and leveraging centers of influence.
Required Qualifications
- HS Diploma or equivalent
- at least three years of retail banking sales experience or other relevant experience, including a proven ability to achieve sales targets
- ability to work branch hours, including weekends and some evenings
- NMLS registration within 90 days
- bilingual (bonus points)
- strong product knowledge and cross-selling ability
- customer-focused relationship building
- ability to learn products, services, and procedures quickly
- excellent communication and problem-solving skills
- ability to manage a loan pipeline and achieve sales targets
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