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UB
UMB Bank
Personal Banker I
Career Insights for Personal Banker
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Scorecard
Based on Wisconsin data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$71,942 / year median in Wisconsin
-8% projected decline
Job Description
- This position will require occasional floating between our Cottage Grove and Fitchburg branch
- Personal Bankers
- at UMB are experts at building customer relationships and recommending and selling products and services.
- 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 Range:
- $32,640.
- 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.
- _Who we are_
- We are more than a company.