Banking Specialist

Banking Specialists

Job Description:

Banking Specialists at UMB are experts at building customer relationships and recommending and selling products and services. Banking Specialists 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.

Compensation and Benefits:

• Paid Time Off (PTO) and paid holidays
• 401(k) plan with company matching
• Annual incentive pay
• Comprehensive medical, dental, and vision insurance
• Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA)
• Dependent care accounts
• Tuition reimbursement
• Fitness reimbursement program
• Employee assistance program
• Associate wellbeing program and emergency fund
• Adoption assistance

Determining how best to use your available time:

• Utilizing personalized inquiries to transform transactions, account management activities, and routine service inquiries into cross-selling conversations that strengthen client relationships and address customer needs
• Generating sales leads by contacting potential clients via phone, meeting with businesses to introduce workplace banking services, and building a referral network
• Effectively planning and prioritizing to meet daily key performance metrics amid competing demands
• Consistently applying learning procedures such as transaction management, cash handling, and completion of bank documentation in compliance with industry standards and legal guidelines

We are interested in communicating with you if:

• You thrive in a high-energy, sales-focused team environment and value daily coaching and feedback
• You leverage strong product knowledge and customer engagement skills to positively impact customers’ financial well-being
• You communicate effectively, maintain a positive presence, and enjoy problem-solving to create win-win outcomes
• You demonstrate strong attention to detail when completing documentation or explaining features and benefits
• You possess a high school diploma or equivalent
• You have at least one year of experience in a retail or customer-facing role involving customer engagement, product recommendations, or sales influence (or equivalent relevant experience)
• You have reliable transportation and the ability to work branch hours, including possible evenings and weekends
• You are able to complete NMLS registration within 90 days

Are you prepared to engage in something more substantial?

You are more than a role that supports the bottom line. UMB is made up of people who care deeply about their work, one another, and their communities. Expect more than the status quo—more heart, more trust, and more opportunity. At UMB, your voice matters, your values are respected, and your career can grow in many directions.

Inclusion & Diversity Commitment:

UMB and its affiliates are committed to inclusion and diversity and provide equal employment opportunities to all employees and applicants without regard to any status protected by applicable federal, state, or local law.

Who We Are:

We are more than a company. We are advisors, consultants, problem solvers, friends, community members, and experts dedicated to helping you make the most of every moment with a strong financial foundation.

Apply Now