Personal Banker II
Jobtailor
Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs Individually creating and managing a successful loan pipeline with strong closing conversions by focusing time and efforts on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans and mortgage referrals Creating sales opportunities and growing UMB's customer base by applying keen product knowledge to source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards. Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience Other duties as assigned Requirements You have a HS Diploma or equivalent You have two years of retail banking sales experience or other relevant experience You have reliable transportation and ability to work branch hours, including weekends and some evenings You have the ability to obtain a NMLS registration within 90 days You have the ability to learn products, services, and procedures quickly and accurately You have basic math skills and ability to problem solve while operating within established risk parameters/tolerances You have demonstrated ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships You have strong business development capabilities for proactively growing your own personal book of business by successfully using campaign offers, prospecting leads, service-to-sales conversations as well as leveraging centers of influence for referrals. 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 enjoy coaching others as a sales mentor Core Competencies Demonstrates strong sales capabilities in retail banking, with a focus on customer engagement, product knowledge, and relationship building. Proficient in managing a loan pipeline and achieving key performance metrics while providing exceptional customer service. Highest-signal resume keywords Retail Banking Sales Experience Loan Pipeline Management Business Development NMLS Registration Customer Relationship Building ATS Optimization Keywords Hard Skills Loan Closing Conversions Cash Drawer Management Bank Documentation Basic Math Skills Problem Solving Soft Skills Customer Engagement Active Listening Coaching and Mentoring Attention to Detail Compelling Communication Certifications & Qualifications NMLS Registration Industry Keywords Consumer Lending Home Equity Loans Auto Loans Mortgage Referrals Sales-Driven Environment #J-18808-Ljbffr Jobtailor
$21 - $22 per hour
...Position Overview Personal Bankers at UMB build strong customer relationships and recommend and sell a range of products and services. You will receive extensive training in UMB’s products, sales processes, and financial solutions, and will work closely with branch leaders...SuggestedHourly payLocal areaFlexible hoursAfternoon shift- ...Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals and connect them to solutions that will meet their needs Individually creating and managing a successful loan pipeline with strong closing...SuggestedAfternoon shift
$21 - $22 per hour
...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...SuggestedLocal areaFlexible hoursAfternoon shift$19.71 per hour
...Looking for an employer that will inspire you and support your career in finance? Your search is over... WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a century, and now serves consumers and business clients across nine Western states...SuggestedWork at office- PNC Financial Services Group, Inc. at Ocotillo is seeking a customer-focused banking professional to grow and deepen the branch customer base. You will engage proactively, identify needs, and present PNC solutions to meet financial goals. This role emphasizes teamwork ...Suggested
- ...day. We believe that our ability to deliver on our promise of being Your Hometown Bank is a result of these high standards. The Personal Banker will drive the focus of providing an outstanding customer service experience for Western Customers within each of our bank...Full time
$22 - $27 per hour
...We are seeking an experienced Personal Banker to join our Gilbert, AZ branch. This role is best suited for someone who is confident opening accounts, building relationships, and driving deposit growth through meaningful customer conversations. You’ll serve as a key point...Hourly pay$20 - $26.5 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...Hourly payFull timeTemporary workWork at office- ...maintain SAFE Act registration may result in disciplinary action up to and including termination. The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through...Work at officeFlexible hoursShift workDay shift
- The Hispanic Alliance for Career Enhancement seeks a dedicated customer service professional for a financial solutions advisor role. This position is critical in delivering exceptional customer service at BMO, identifying customer needs, and providing effective financial...
- ...expectations, and embracing diversity and inclusion. As a Virtual Banker II within Consumer Banking, you will represent our brand and... ...conversations, identify financial needs, and offer personalized financial solutions. Cultivate strong client relationships through...Immediate start
- ...company. As a Virtual Banking Assistant II in Consumer Banking, you will contribute... ...Private Client Advisors, Private Client Bankers, Mortgage Bankers and Business Relationship... ...acquire and deepen client relationships Makes personal connections, engages and educates...Full timeImmediate start
- Bank of America in Gilbert, AZ seeks a front-line team member to engage clients in the lobby, educate on mobile, online banking, and ATM transactions, and accurately process cash. You will build relationships, identify client needs, and connect them to banking solutions...Weekend work
- ...Job Title Relationship Banker Location AZ - Chandler 3075 What You’ll Do As a Relationship Banker you’ll be responsible for managing a portfolio of clients consisting of property management companies and self‑managed communities. You’ll be knowledgeable of treasury management...Flexible hours
$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...Part timeLocal areaImmediate startDay shift- ...Personal Banker At First Fidelity Bank, people matter, including our customers, our communities, and especially our employees. In our Retail Banking teams, employees serve as trusted financial partners for the clients and neighborhoods we serve. We are looking for service...Work experience placementFlexible hoursRotating shift
- ...culture where all of our employees feel respected, valued and have an opportunity to contribute to the company ’s success. As a Personal Banker within PNC's Retail organization, you will be based in Tempe, AZ. R230702 Job Profile At PNC, our people are our greatest differentiator...Full timeTemporary workPart timeWork experience placementWork at office
- ...their financial success. Follow established policies in accordance with the bank and the supervisors direction. Accountable for the personal achievement of monthly new account production as assigned by upper management. Participate in an active sales environment that may...Work experience placementWork at officeFlexible hoursAfternoon shift
- ...PNC Financial Services Group, Inc. in Tempe, AZ is hiring a full-time Personal Banker based at the South Tempe Branch. You will develop the customer base through proactive sales and service activities, while enhancing the customer experience and loyalty. You will collaborate...Full time
$19 - $22.72 per hour
...Virtual Solutions Relationship Banker GENERAL SUMMARY: The Virtual Solutions Relationship Banker is responsible for providing accurate... ..., problems, and complaints or directs them to the appropriate person or department for information and assistance. 7. Maintains an up...16 hoursFull timeFlexible hours- ...transfers, disputes and serve as notary public. As a Relationship Banker you will maintain and deepen member relationships through... ...consultative analysis and recommendation of Desert Financial products (personal/business accounts, wealth management services, personal/auto...Hourly payLocal areaMonday to Friday
$45k - $100k
...that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible 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...Work at officeWork from homeHome officeFlexible hours- 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 their goals. ...
$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 timeContract workFor contractorsWork at office- ...passion for people, innovation, and growth. Compensation & Benefits Generous paid time off: paid holidays, floating holidays, personal days, vacation days, plus sick time Low-cost Medical, Dental & Vision plans Paid childcare assistance Award-winning 401K...Work experience placementLocal area
- ...power in partnership. It's how we work - and how we help our clients achieve financial fulfillment. Demand for human-delivered, personalized financial advice has never been greater - and right now, qualified financial advisors are in short supply. If you're a driven professional...Full timeTemporary workFlexible hours
- ...helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all...Full timeTemporary workPart timeWork experience placementWork at office
- 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. Being a...Work at officeFlexible hoursShift workWeekend workDay shift
$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 timeContract workFor contractorsInternshipLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker II. Be the first to apply!

