Personal Banker I
$32.64k - $62.64kUMB Financial Corporation
Job 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. Key Responsibilities Ask 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 create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks. Achieve daily key performance metrics while balancing competing priorities. Learn and perform processes such as transactions, managing a cash drawer, and completing bank documentation in accordance with industry and legal standards. Perform other job duties as assigned. Qualifications Thrive in a high‑energy, sales‑driven team and leverage daily coaching and feedback to polish sales outcomes. Use product knowledge and conversation skills to build upon customers' needs and make a true difference in their financial lives. Communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes. Demonstrate attention to detail when completing documents or explaining features and benefits. Have a high school diploma or equivalent. Have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience. Have reliable transportation and the ability to work branch hours, including weekends and some evenings. Have the ability to obtain NMLS registration within 90 days. Compensation & Benefits Compensation Range: $32,640.00 – $62,640.00 (actual compensation may vary by geographic location, experience level and other job‑related factors). Competitive and varied benefits to eligible associates, including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, comprehensive medical, dental, vision and other insurance coverage, health savings and flexible spending accounts, dependent care accounts, adoption assistance, employee assistance program, fitness reimbursement, tuition reimbursement, associate wellbeing program, associate emergency fund, and various associate banking benefits. 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 UMB Financial Corporation
$35.75k - $52.04k
...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- Overview Position: Personal Banker Location: Rockford, IL Job Id: 4694 # of Openings: 1 Responsibilities Use a consultative sales process to build a thorough customer profile and identify current and future financial needs. Open all deposit related products including but...SuggestedContract work
- ...Fairygodboss is looking for an Associate Relationship Banker in Rockford, Illinois. You will represent the Chase brand by providing attentive and friendly service, assisting clients with their banking needs, and collaborating with a dedicated team to deliver tailored...Suggested
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a... ...Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...SuggestedImmediate startAfternoon shift
$106.25k - $141.65k
...team environment. ~ Ability to meet time constraints without constant supervision. ~ Sales oriented, friendly and persuasive personality. ~ Professionalism and courtesy in dealing with customers and bank employees. ~ Effective communicator. ~ High degree of accuracy...SuggestedTemporary workWork at officeImmediate startFlexible 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$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...Work at officeHome officeFlexible hours- ...guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- A prominent financial institution located in Rockford, Illinois is seeking a motivated Financial Advisor. This role focuses on developing a client book, assessing investment needs, and recommending tailored investment solutions. Candidates must hold Series 7 & 66 licenses...Traineeship
$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- 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
- ...Position Title: Universal Banker Locations: Rockford_IL Time Type: Full time Req ID: JR1386-Rockford... ...signs-but theres more to it than that. With our heartfelt and personalized approach, were focused on meeting every customers needs with the...Hourly payFull timeContract workTemporary workTraineeshipWork at officeFlexible hours
$80k - $90k
...guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. Our advisory teams are equipped with the investment insights of...Temporary workInterim roleWork at officeLocal areaImmediate startShift workDay shift$33.75k - $56.25k
...opportunity to contribute to the company's success. As a(n) Regional Banker/Teller within PNC's Retail Banking organization, you will be... ...) PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork experience placementWork at officeShift work$80k
...investment management, and retirement planning services to new and existing clients. This role emphasizes relationship-building and personalized guidance to help clients achieve their long-term financial goals, while supporting the community bank's mission of delivering...Temporary workLocal areaFlexible hours$33.75k - $56.25k
...Regional Banker/Teller At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are... .... PNC provides equal employment opportunity to qualified persons regardless of race, color, sex, religion, national origin, age,...Full timeTemporary workPart timeWork at officeShift work- ...expectations, and embracing diversity and inclusion. As an Associate Banker within Chase, you will represent our brand and culture with the... ...customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment...Full time
$70k - $98.08k
Prairie State Legal Services, Inc. is seeking a Grants Accounting Manager to join our team in the Administration office. The Grants Accounting Manager is responsible for assisting the Finance Director in developing and managing grants accounting staff, and in creating, ...Full timeWork at officeRemote workFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Personal Banker I. Be the first to apply!

