UMB Bank

Banker

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing competing priorities and delivering a strong customer experience
• Perform other duties as assigned
• Coach others as a sales mentor

Personal Banker II

• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Ask personalized questions to understand customers’ financial goals
• Create and manage a loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing competing priorities
• Provide an unparalleled customer experience
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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
• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Perform other duties as assigned

Personal Banker

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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
• Recommend and sell banking products and services to help customers secure their financial well-being
• Perform other job duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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 job duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing 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
• Build customer relationships and recommend and sell financial products and services
• Identify customer needs and offer financial solutions
• Perform other duties as assigned

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing competing priorities and delivering an exceptional customer experience
• Perform other duties as assigned

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a successful loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing competing priorities and delivering an exceptional customer experience
• Perform other duties as assigned

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Monitor daily key performance metrics while balancing competing priorities and delivering a strong customer experience
• Perform other duties as assigned
• Coach others as a sales mentor

Customer Support

• Deliver an unparalleled customer experience and build relationships through customer interactions to resolve issues
• Serve as subject matter expert and point of contact for call center agents, branch representatives, Private Wealth advisors, Program Administrators, and internal Business Partners
• Provide consultation, research, and solutions for complex consumer-loan inquiries, issues, and escalations
• Provide service and support through multiple contact portals and access multiple systems for appropriate products
• Review and adhere to departmental communications and alerts
• Participate and interact within the team, with leadership, and with other lines of business
• Review processes and procedures to determine efficiency and recommend changes
• Maintain awareness of current business objectives, product offerings, regulatory and legislative changes, and technology changes
• Communicate proactively with clients and internal business partners, set expectations, research escalated issues, and resolve or refer them
• Deliver exceptional customer service for UMB consumer and small business, mutual funds, private wealth, and consumer loans
• Receive inbound calls from employees, clients, customers, and third-party contacts
• Approve debit card applications in Acesys
• Complete email requests, reports, logs, debit work cases, rapid reports, and demographic reports
• Process non-fraud disputes and temporary credits
• Complete loan payoff requests according to bank policy
• Calculate finance charges and perform demographic updates
• Perform other duties as assigned

Customer Care Specialist

Sales

• Responsible for sales and account management under the specialty corporate trust division
• Identify and strategize on the development of new products (municipal and non-municipal)
• Assist with marketing and sales direction and strategy
• Create and conduct proposal presentations and RFP responses
• Participate in New Business Committee meetings
• Report sales progress and results directly to management
• Strategize with management on new opportunities, products and overall vision of Corporate Trust
• Monitor own sales pipeline
• Attend industry-related conferences
• Maintain professional and technical knowledge through educational workshops, professional publications, personal networks, and professional societies

Corporate Trust National Sales Manager

• Ask personalized questions to identify customers’ financial goals and connect them with appropriate solutions
• Create and manage a successful loan pipeline with strong closing conversions
• Prospect and cross-sell home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing competing priorities
• Provide an unparalleled customer experience
• Perform other duties as assigned

• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Challenge daily key performance metrics while balancing competing priorities and delivering an unparalleled customer experience
• Build customer relationships and recommend and sell banking products and services
• Perform other duties as assigned