Personal Banker II - Remote

Overview

The Personal Banker II position at UMB involves building customer relationships while recommending and selling financial products and services. This role emphasizes personalized banking solutions and aims to enhance the financial well-being of customers.

In Short

• Build and maintain customer relationships.
• Identify customer needs and recommend financial solutions.
• Manage a successful loan pipeline with strong closing conversions.
• Create sales opportunities through networking and customer conversations.
• Learn banking processes and comply with industry standards.
• Challenge personal performance metrics to achieve goals.
• Receive training on UMB's products and services.
• Engage in sales-driven team activities.
• Communicate effectively to build trust with customers.
• Mentor others in sales techniques.

Requirements

• High School Diploma or equivalent.
• Two years of retail banking sales experience or relevant experience.
• Reliable transportation and availability for branch hours.
• Ability to obtain NMLS registration within 90 days.
• Quick learning of products, services, and procedures.
• Basic math skills and problem-solving abilities.
• Strong business development capabilities.
• Ability to engage and educate customers.
• Attention to detail in documentation.
• Bilingual candidates preferred.

Benefits

• Competitive salary and benefits package.
• Paid Time Off.
• 401(k) matching program.
• Comprehensive health insurance coverage.
• Tuition reimbursement.
• Employee assistance programs.
• Fitness reimbursement.
• Adoption assistance.
• Opportunities for career growth.
• Inclusive and diverse work environment.