Personal Banker I
UMB
Personal BankerPersonal 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 needsPersonally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networksAchieving your daily key performance metrics while balancing competing prioritiesLearning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standardsOther job duties as assignedWe'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 outcomesYou use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial livesYou communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomesYou demonstrate attention to detail whether completing documents or explaining features and benefitsYou have a HS Diploma or equivalentYou have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experienceYou have reliable transportation and ability to work branch hours, including weekends and some eveningsYou have the ability to obtain NMLS registration within 90 daysTargeted 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 $21/hr.Compensation Range:$38,916 - $57,244UMB 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.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.If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.
- ...Personal Banker St Joseph Frederick Branch - St Joseph, MO 64506 Overview Position Type Full Time Description PRIMARY PURPOSE OF JOB This position is the focal point in the branch for sales, service and/or referral opportunities in support of the overall...SuggestedFull timeBank staffLocal areaNight shift
$20 - $24.5 per hour
...Summary Personal Bankers are enthusiastic/self-motivated individuals with proven success at delivering solutions that help our clients achieve financial freedom and peace of mind. Personal Bankers achieve this vision by building professional relationships with existing...SuggestedHourly payFull timeTemporary workWork at office$20.55 - $25.05 per hour
...Personal Banker Apply ( locations MO - St. Joseph - St. Joseph - St. Joseph 36th & Frederick (64506) time type Full time posted on Posted 13 Days Ago job requisition id 38283 About Working at Commerce Building a career here is more than just...SuggestedHourly payFull timeLocal areaMonday to FridayShift work$21 per hour
...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...SuggestedLocal areaFlexible hoursAfternoon shift$116k - $216k
...South Bend IndianaJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Sr. KPB Relationship Manager (RM) is at the center of this client promise,...SuggestedFull timeWork experience placementWork at officeLocal areaFlexible hoursNight shift- ...Huntington Bancshares, Inc. is looking for a Financial Relationship Banker in Saint Joseph, Michigan. This role emphasizes providing exceptional customer service and growing relationships with both consumer and business clients. You will help clients achieve their financial...
- ...existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at Northwest Manage a commercial loan portfolio of both credit and noncredit clients Make loan presentations and...Work at office
- ...existing clients to provide ongoing referrals for all types of products and services, and clients and their employees to maintain their personal banking at NorthwestManage a commercial loan portfolio of both credit and noncredit clientsMake loan presentations and...Work at office
- Job Description:This role requires you to live near Fort Wayne, IN in order to service local client companies on their campuses in person 4-5 days a week.Note: Fidelity will not provide immigration sponsorship for this position.The RoleAs a Workplace Financial Consultant...Full timeLocal area
- ...the essential functions of their positions.Equal Employment Opportunity (EEO)PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age, sexual orientation, gender identity, disability, veteran status, or...Full timeTemporary workPart timeWork experience placementWork at office
$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 officeWork from homeHome officeFlexible hours- ...customer service and the patient answering billing questions as they arise. This position involves communicating with patients in person, over the telephone and via written communication requiring the highest level of customer service. MISSION, VALUES and SERVICE GOALS...Work at officeShift work
- Description 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 strategies that align with...
- ..., COBRA, and/or other 3rd party payor. Negotiates patient payment plans. Collects accounts receivable. Responsibilities: Personal counseling to assist patient with medical payment arrangement. Interviews patient in order to secure payment/financing of patients...Daily paidWork experience placement
$50k
Established in 1842, the University of Notre Dame stands as a distinguished American research university with a unique identity rooted in its Catholic tradition. Located in Notre Dame, Indiana, the University is deeply committed to integrating faith and intellectual...Full timeWork at office$70k
...excellence and inspired by our Catholic character, Notre Dame is committed to fostering an environment of care that nurtures the whole person—mind, body, and spirit. Here, you will find a deep sense of belonging, a culture that prioritizes well-being, and the opportunity...Full time- Northwestern Mutual in Mishawaka, Indiana, is seeking College Financial Representatives for their internship program. This opportunity allows you to build a financial planning practice while receiving support from a Fortune 500 company. Ideal candidates are full-time students...Full timeInternship
- Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial Advisor...Work at officeFlexible hours
$61k - $119k
...your 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...Work at office$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 timeInternshipLocal areaFlexible hours$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 ensure a...Work at officeHome officeFlexible hours$19.25 per hour
Job Description: Position Summary : Responsible for providing high quality service on a wide variety of general financial services. This role is also responsible for the sales and servicing of all credit union products and services, while focusing on building ...- ...request assistance for further development needs. Engage in personal development activities such as online learning and internal/external... ...the front line customer ambassador for Centier, the Universal Banker is crossed trained to provide a World-Class experience for...Weekend workAfternoon shift
- ...excellence and inspired by our Catholic character, Notre Dame is committed to fostering an environment of care that nurtures the whole person—mind, body, and spirit. Here, you will find a deep sense of belonging, a culture that prioritizes well-being, and the opportunity...Full timeWork at office
$95k
The University of Notre Dame, founded in 1842 in Notre Dame, Indiana, is a premier American research university. As a Catholic institution, it uniquely blends faith with intellectual inquiry, striving for excellence in teaching, research, and serving the common good...Full time- KeyBank in Mishawaka, Indiana invites applications for a Personal Banker who will engage clients, uncover financial needs, and provide tailored guidance. You will attract new clients and deepen relationships with existing ones, collaborating with branch teammates and line...
$15 - $18 per hour
...typical noise, lighting, and temperature. • Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. • Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift$15 - $18 per hour
...typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. Regular, reliable attendance and punctuality are essential. Equal Employment Opportunity World...Hourly payFull timeWork at officeLocal areaShift workWeekend workAfternoon shift$15 - $18 per hour
...meet financial needs. This role requires daily outbound calling, including high-volume collection activity, meeting with customers in person, and closing loans. The FSR is accountable for keeping accounts current while consistently generating new business. Success in this...Hourly payWork at officeLocal areaShift work$40k - $59.01k
...and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of... ...appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness...Hourly payFull timeWork experience placementWork at officeDay shift
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