Transaction Specialist

Overview 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. Responsibilities 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 Qualifications 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 Targeted compensation for this opening: The posted salary range reflects the broadest standard range for this role, including all locations. The anticipated compensation for this specific opening is $18-19/hr. Compensation Range: $33,786 - $49,698 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. Benefits Paid Time Off 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 various associate banking benefits Benefit offerings and eligibility requirements vary. Equal Employment Opportunity 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. #J-18808-Ljbffr