Personal Banker I

Description:

A majority of our time is spent “at work.” We believe that time most meaningful when it’s spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won’t be constantly looking over your shoulder—you’ll be empowered to do what’s right for our customers. Most importantly, we’re a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won’t find elsewhere.

***This position is located at 101 North Cascade Ave, Colorado Springs, CO***

UMB begins with YOU! We measure success in how we use every transaction and interaction to improve our customer's financial wellbeing. Our Personal Bankers are fanatics for using their financial knowledge to offer thoughtful solutions to help our customers make money, save money, protect money, and use technology that makes banking easy. We want you on our team if you have a natural curiosity, attention to detail, and a passion for engaging conversations that lead to results. Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge – aka you will never be bored.

You will contribute to the success of the Retail branch by:

• Use a consultative questioning approach to turn every transaction and customer service interaction into an opportunity to learn your clients’ financial life priorities and connect them to our solutions that meet their financial goals.

• Grow the branch customer base through proactive outbound business development activities including workplace banking, developing referral networks, appointment setting and outbound calling campaigns.

• Assist customers with transactions, completing service requests, opening new accounts, and submitting credit applications while delivering a meaningful conversation that improves our customers’ financial wellbeing.

• Participate in delivery of the unparalleled customer experience by building relationships through proactive outreach to help customers succeed financially.

• Collaborate with partners in small business, mortgage, and investments to grow customer's share of wallet.

• Follow established policies and procedures and play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.

We are passionate about helping our team members develop their careers! You will have deep relationships with your Branch manager, Regional Delivery Manager, and specialists. These leaders invest in your success through daily feedback, personalized coaching and helping you create action plans to be successful. From day one, you will receive training including hands-on practice, and dedicated support throughout your on-boarding experience. With demonstrated success, you will have unlimited opportunity to grow throughout the company.

We're excited to talk with you if you have:

• HS Diploma or equivalent

• One year experience in a Retail environment engaging with customers and making product recommendations that lead to sales or relevant demonstrable experience

• Ability to work branch hours, including weekends and some evenings

• NMLS registration within 90 days

• Ability to learn products, services, and procedures quickly and accurately

• Excellent communication skills - in person and over the phone - with proven ability to tailor features and benefits of products/services to customers with differing needs

• Basic math skills and ability to problem solve while operating within established risk parameters/tolerances

• Professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.

• Demonstrate ability to make personal connections, engage and educate customers, ask open-ended questions, and listen to establish trust and build lasting relationships

• Exude confidence and possess the drive, initiative, and knowledge to provide financial options for customers using a consultative approach

• Must have the ability to work Monday-Friday 8:00AM-6:00PM, Saturdays 8:00AM-12:00PM