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Personal Banker I, Bilingual in Spanish
UMB BankPersonal Banker at UMB building lasting customer relationships and recommending solutions for financial well-being. Engaging in high-energy sales-driven environment to meet performance metrics while growing in consumer banking.
About the role
Key responsibilities & impact- Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
- Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
- Achieving your daily key performance metrics while balancing competing priorities
- Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
- Other job duties as assigned
Requirements
What you’ll need- HS Diploma or equivalent
- 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales
- Reliable transportation and ability to work branch hours, including weekends and some evenings
- Ability to obtain NMLS registration within 90 days
- Bonus points if bilingual in Spanish
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage
- Health savings, flexible spending, and dependent care accounts
- Adoption assistance
- Employee assistance program
- Fitness reimbursement
- Tuition reimbursement
- Associate wellbeing program
- Associate emergency fund
- Various associate banking benefits
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
cash handlingbank documentationsales techniquescross-sellingcustomer engagementtransaction processing
Soft Skills
communicationrelationship buildingtime managementcustomer serviceproblem solving
Certifications
HS DiplomaNMLS registration