Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Personal Banker I

$35.75k - $52.04k

UMB Financial Corporation

## Personal Banker IApplyremote type: In-officelocations: Madison WItime type: Full timeposted on: Posted Yesterdayjob requisition id: R-8916**Personal Bankers** at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.**How you will spend your time:** • 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**We’re excited to talk to you if:** • You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes • You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives • You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes • You demonstrate attention to detail whether completing documents or explaining features and benefits • You have a HS Diploma or equivalent • You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience • You have reliable transportation and ability to work branch hours, including weekends and some evenings • You have the ability to obtain NMLS registration within 90 days **Compensation Ranges:**US Employees in California, Washington DC, New Jersey, and New York:$35,750 - $52,040 US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin:$32,640 - $47,640 US Employees in all other states not listed above:$29,530 - $43,240 *The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.*UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.**Are you ready to be part of something more?** You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard. *UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to* *View email address on click.appcast.io* *to let us know the nature of your request.* #J-18808-Ljbffr

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Personal Banker I in Madison, WI vacancy
  • $35.75k - $52.04k

     ...Personal Banker Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers... 
    Suggested
    Local area
    Flexible hours
    Afternoon shift

    UMB

    Madison, WI
    2 days ago
  •  ...we believe that our people are our most valuable asset, and we are committed to investing in their growth and development. The Personal Banker I plays a key role in driving new customers and business while expanding existing relationships for Nicolet and your branch, serving... 
    Suggested
    Temporary work
    Work at office
    Local area

    Nicolet National Bank

    Madison, WI
    1 day ago
  •  ...Purpose of Position A Personal Banker is responsible for delivering a premier client experience that is second to none by helping clients with all of their consumer/retail banking needs. The Personal Banker will provide new and existing clients with resources and solutions... 
    Suggested
    Full time
    Work experience placement
    Work at office
    Monday to Friday

    Lake Ridge Bank

    Madison, WI
    4 days ago
  • $20.67 - $31.25 per hour

     ...97015 Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide guidance and solutions to assist in client financial wellness... 
    Suggested
    Hourly pay
    Work experience placement
    Day shift

    Key Bank

    Oregon, WI
    19 hours ago
  • $17 - $28.96 per hour

     ...Lending, Regulation Z. Join Associated Bank as a Relationship Banker, where you’ll build relationships with customers, provide exceptional...  .... Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,... 
    Suggested
    Hourly pay

    Associated Banc-Corp

    Madison, WI
    1 day ago
  • $17 - $27.5 per hour

     ...company that is firmly rooted in its core values. Responsibilities The Relationship Banker develops and cultivates long-term client relationships by providing insight, advice, and personalized financial solutions for their clients. Relationship Bankers are responsible for... 
    Immediate start

    Old National Bank

    Madison, WI
    2 days ago
  • $41.71k - $65k

     ...requirements for the lending process and established yield, quality, diversification, and risk guidelines. Makes credit recommendations for personal lending transactions, including home financing, in accordance with sound credit granting principles and with the Bank's policies... 
    Local area
    Immediate start
    Day shift

    Koitecc Solutions

    Madison, WI
    2 days ago
  •  ...application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Relationship Banker Full Time Professional St Germain, WI, US 5 days ago Requisition ID: 1241 Named American Banker’s “Best Banks to Work For” SIX... 
    Full time

    Forward Bank

    Madison, WI
    1 day ago
  •  ...Koitecc Solutions is seeking a Relationship Banker in Madison, Wisconsin. In this role, you will represent our brand by delivering exceptional service, building meaningful relationships with clients, and providing tailored financial solutions. The ideal candidate will... 

    Koitecc Solutions

    Madison, WI
    1 day ago
  • $75k - $100k

    Job Description Job Description Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful...
    Work at office

    Lakeshore Financial Group

    Madison, WI
    14 days ago
  • $25 - $26.77 per hour

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. ...
    Hourly pay
    Full time
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Madison, WI
    3 days ago
  • Description Ready to ignite growth by driving meaningful AUM and mentoring a team, operating exclusively as a fee‑only fiduciary? Annex Wealth Management – Know the Difference Join Our Growing Team at our Madison branch. Are you in search of an employer that prioritizes...
    Summer work

    Wealth Management Group LLC

    Madison, WI
    4 days ago
  • $1,000 per month

     ...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial... 
    Full time
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual Life Insurance Company

    Middleton, WI
    4 days ago
  • Overview Patient Financial Counselor- on site Full time Monday - Friday Fully benefited Why Join: Competitive compensation with industry leading annual performance-based bonus opportunity Comprehensive benefits including medical, dental, and vision...
    Full time
    Local area
    Monday to Friday

    Acadia Healthcare

    Madison, WI
    2 days ago
  • Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented  Financial Consultant  to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...

    WealthBridge Financial Group

    Fitchburg, WI
    2 days ago
  • $51.8k - $95.9k

     ...seminars) and cultivate branch employee referrals. Identifies opportunities during customer conversations to generate referrals for personal and commercial banking products (e.g. personal banking, lending, and investments). Implements a relationship management plan in... 
    Contract work
    Part time
    Local area

    BMO Financial Group

    Madison, WI
    19 hours ago
  • $134.28k - $164.12k

    Private Wealth Advisor U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking, credit, insurance, charitable giving, and fiduciary...
    Temporary work
    Work experience placement
    Local area

    U.S. Bancorp

    Madison, WI
    1 day ago
  •  ...financial goals. Local firm based in Madison, WI that has a proven team of experienced professionals and a commitment to providing personalized financial solutions. Position Overview: Seeking a dedicated and knowledgeable Financial Advisor to join talented team. The ideal... 
    Local area

    CPS

    Madison, WI
    4 days ago
  •  ...wealth management and client success. What Sets Us Apart: We are a culture-first firm: independence, collaboration, and personal accountability drive our success. Advisors receive weekly coaching and development support to enhance both their sales and... 
    Relocation package
    Flexible hours

    Professions

    Middleton, WI
    19 hours ago
  •  ...Description Join our Lake Ridge Bank Financial Advisory team and play a key role in helping clients achieve their financial goals through personalized guidance and trusted relationships. In this role, you’ll serve existing clients, expand your network through business... 
    Full time
    Work at office
    Monday to Friday
    Flexible hours

    LAKE RIDGE BANK

    Monona, WI
    4 days ago
  • $17 - $28.96 per hour

     ...the right place for you. Join Associated Bank as a Relationship Banker, where you'll build relationships with customers, provide...  ...wellness. Open new accounts and build lasting relationships through personalized service. Partner with specialists across insurance, mortgage,... 
    Hourly pay

    Associated Banc-Corp

    Waunakee, WI
    4 days ago
  •  ...long-term relationships with clients Providing financial solutions for clients through fact gathering and needs analysis Expanding personal knowledge and skills through ongoing professional development and joint work with associates Qualifications Strong interpersonal... 
    Work experience placement

    WestPoint Financial Group

    Madison, WI
    1 day ago
  • $1,000 per month

     ...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial... 
    Full time
    Contract work
    For contractors
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    Middleton, WI
    2 days ago
  • $50k

     ...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to... 
    Work at office
    Work from home
    Home office
    Flexible hours

    Edward Jones

    Madison, WI
    1 day ago
  • $61k - $119k

     ...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their... 
    Full time
    Contract work
    For contractors
    Work at office

    Northwestern Mutual

    Middleton, WI
    19 hours ago
  • $1,000 - $2,000 per month

    Medium is offering a fantastic opportunity to join their financial services team on a part-time basis while working fully remotely from Madison, Wisconsin. Candidates can expect to manage clients' financial strategies by utilizing strong communication skills and adapting...
    Part time
    Remote work

    Medium

    Madison, WI
    1 day ago
  • $20.25 - $24.75 per hour

     ...enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes... 
    Temporary work
    Part time
    Local area

    U.S. Bank

    Madison, WI
    2 days ago
  • The Associate Financial Advisor provides specialized services to an individual Financial Advisor (with annualized gross production of greater than $1 million) or Baird Qualified Team (with average per FA production of at least $750,000) to assist in their ability to offer...
    Full time

    Baird

    Madison, WI
    19 hours ago
  •  ...coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial...  ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for... 

    Gilder Search Group

    Madison, WI
    4 days ago
  •  ...Chase is seeking an Associate Relationship Banker to represent our brand and assist clients with their banking needs. The ideal candidate will have sales experience and a strong ability to create positive client interactions. Responsibilities include providing exceptional... 

    Koitecc Solutions

    Madison, WI
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Personal Banker I. Be the first to apply!