UMB Bank
UMB Bank
1,001 – 5,000 Employees
H1B Visa SponsorBankingFinanceFintech
UMB Bank is a financial services company serving personal, business, and institutional customers through banking, finance, and fintech offerings. Its personal banking services include checking and savings accounts, credit cards, loans, and wealth management. Businesses can access lending, cash flow management, capital finance, credit card, and employee benefit solutions, while institutional clients are supported through capital markets, fund services, and institutional and fintech banking. Founded in 1913, UMB Bank applies sector-specific financial expertise to the needs of individuals, companies, and institutions.

Personal Banker - Erie, CO

Build customer relationships and recommend financial solutions at UMB Bank’s Erie branch. Manage transactions, cash handling, referrals, and sales conversations.

Description

  • Use tailored questions to turn transactions, account maintenance, and routine service requests into opportunities to discuss additional products.
  • Generate business through lead outreach, workplace-banking visits, and referral-network development.
  • Meet daily performance goals while managing competing priorities.
  • Process transactions, balance a cash drawer, and prepare bank documents in line with legal and industry standards.
  • Develop customer relationships while recommending and selling relevant products and services.
  • Assess customer needs and present appropriate financial solutions.
  • Take on additional responsibilities as assigned.

Requirements

  • High school diploma or equivalent.
  • At least one year of retail experience engaging customers and recommending products that result in sales, or comparable relevant experience.
  • Dependable transportation.
  • Availability for branch hours, including weekends and occasional evenings.
  • Capacity to obtain NMLS registration within 90 days.
  • Strong communication skills and the ability to present a positive, persuasive image.
  • Careful attention to detail when completing documents or explaining product features and benefits.
  • Knowledge of products and strong customer-conversation skills.
  • Comfort working in a fast-paced, sales-focused team environment.

Benefits

  • Paid time off.
  • 401(k) matching program.
  • Annual incentive compensation.
  • Paid holidays.
  • Employer-sponsored medical, dental, vision, and other insurance plans.
  • Health savings accounts.
  • Flexible spending accounts.
  • Dependent care accounts.
  • Adoption assistance.
  • Employee assistance program.
  • Fitness reimbursement.
  • Tuition reimbursement.
  • Associate wellbeing program.
  • Associate emergency fund.
  • Associate banking benefits.
  • Comprehensive training in UMB products and services, the sales process, and presenting financial solutions.
  • Mentorship and guidance from UMB leaders.

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