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About the role
Key responsibilities & impact- Build customer relationships and recommend and sell banking products and services
- Identify customer needs and offer financial solutions that support financial well-being
- Convert transactions, account maintenance, and routine service requests into cross-sell conversations
- Call leads, visit businesses to offer workplace banking, and develop referral networks
- Achieve daily key performance metrics while balancing competing priorities
- Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
- Perform other duties as assigned
Requirements
What you’ll need- 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
- Ability to obtain NMLS registration within 90 days
- Ability to thrive in a high-energy, sales-driven team
- Product knowledge and conversation skills to identify customer needs and recommend financial solutions
- Compelling communication, positive image, problem-solving, and attention to detail
Benefits
Comp & perks- Paid Time Off
- 401(k) matching program
- Annual incentive pay
- Paid holidays
- Company-sponsored 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
- Associate banking benefits
- Extensive training on UMB’s products and services, sales process, and financial solutions
- Mentorship and expertise from UMB leaders