personal banker

personal banker i

financial service representative i Jobs in Kansas City

financial service representative i

personal banker ii

sales associate

financial services representative

Enterprise Bank & Trust

<div><div><b>Enterprise Bank &amp; Trust was founded in the spirit of entrepreneurship and community. From the small mom-and-pop coffee shop to the large construction company that employs local people, our goal is to help businesses succeed and our communities thrive.</b></div><div></div><div><b>
With offices in Arizona, California, Florida, Kansas, Missouri, New Mexico, Nevada and Texas, we&rsquo;re strong, growing and committed to supporting the communities we serve. We extend this commitment to the community to our associates, offering annual paid volunteer time off and charitable-matching opportunities. Voted a</b><b><i> Best Bank to Work For</i></b><b> by American Banker for multiple years, we offer our associates an array of benefits and the opportunity to chart their own career path with us. Join us in the pursuit of our mission to guide people to a lifetime of financial success, and enjoy a career filled with professional growth opportunities, interesting colleagues and the satisfaction of supporting our communities.</b></div><div></div><div><b>
Together, there&rsquo;s no stopping you!</b></div><div></div><h2 class="jobSectionHeader"><b>
Job Title:</b></h2>
Financial Service Representative I<h2 class="jobSectionHeader"><b>
Job Description:</b></h2><div><b>
Summary:</b></div><div></div><div>
The Financial Services Representative serves as the bank&rsquo;s front-line customer service associate and is responsible for creating a welcoming environment and good impression for our customers. Key job functions include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person.</div><div></div><div><b>
Essential Duties and Responsibilities:</b></div><ul><li><div>
Serves customers in opening new accounts for commercial and consumer clients. Have knowledge of bank products in order to make recommendations on products and services based on customer needs. Contact new clients for onboarding activities. Assist in consumer loan applications and closings in applicable markets.</div></li><li><div>
Performs all teller duties including all client transactions, maintaining and balancing a cash drawer. Have knowledge of the ATM, Vault, Coin &amp; Cash and GL Accounts to be balanced daily. Have knowledge of all dual control procedures.</div></li><li><div>
Serves as a team member to accomplish company objectives and lobby and personal goals.</div></li><li><div>
Provides outstanding customer service for lobby and phone requests. Research and resolve client problems, acting as the customer liaison between other bank departments. Follow up with the client to assure resolution. Develop and maintain long-term relationships with clients.</div></li><li><div>
Actively participates in training programs to maintain and acquire additional job knowledge and skills</div></li><li><div>
Assists in opening and closing the branch, following procedures set by corporate security.</div></li><li><div>
Complies with all department and company policies, procedures, audit guidelines, and regulations.</div></li><li><div>
Perform other miscellaneous duties as assigned.</div></li></ul><div></div><div><b>
Qualifications:</b></div><ul><li><div>
Strong math and problem solving skills.</div></li><li><div>
Excellent interpersonal and customer service skills with the ability to cross-sale products and services.</div></li><li><div>
Must maintain confidentiality of client transactions and bank records.</div></li><li><div>
Team-oriented, possess a positive attitude and work well with others.</div></li><li><div>
Strong oral and written communication skills.</div></li><li><div>
Ability to operate standard office equipment, such as computer workstations, calculators, and copier.</div></li><li><div>
Ability to prioritize; handle multiple tasks; and work independently.</div></li><li><div>
Strong organizational skills and detail-oriented with a high degree of accuracy.</div></li><li><div>
Thorough knowledge of bank operations, products, and services offered at the bank.</div></li><li><div>
Knowledge of banking laws and regulations including the Bank Secrecy Act.</div></li></ul><div></div><div><b><br>
Supervisory Responsibilities:</b></div><ul><li><div>
None</div></li></ul><div></div><div><b>
Education and/or Experience:</b></div><ul><li><div>
High School diploma or equivalent</div></li><li><div>
Associates degree in business related field or two years related experience or a combination of education and experience</div></li><li><div>
Experience working in an environment with individual and team goals preferred</div></li><li><div>
Customer service experience required</div></li></ul><div></div><div><b>
Computer and Software Skills:</b></div><ul><li><div>
Skilled in operation of a personal computer, including Microsoft Word and Excel.</div></li><li><div>
Google Suite</div></li><li><div>
IBS</div></li><li><div>
Salesforce</div></li></ul><div></div><div><b>
Certificates, Licenses, and Registrations:</b></div><ul><li><div>
Notary License as needed by the branch</div></li></ul><div></div><div><b><i>
Equal Opportunity Statement:</i></b></div><div></div><div>
Enterprise Bank &amp; Trust is committed to helping individuals with disabilities participate in the workforce and ensuring equal opportunity to apply and compete for jobs. If you need an accommodation in order to apply for a position at Enterprise Bank &amp; Trust please contact Human Resources at <div>hr@enterprisebank.com</div>.</div><div></div><div>
Enterprise Bank &amp; Trust is committed to managing our business and community relationships in ways that positively impact our associates, clients, and the diverse communities where we work and live. We are proud to be an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to age, race, color, religion, sex, national origin, sexual orientation, gender identity or protected veteran status and will not be discriminated against on the basis of disability. All employment offers are contingent upon the applicant successfully completing both drug and background check screenings. If you would like more information about your EEO rights as an applicant under the law, please click <div></div>.</div></div>

Financial Service Representative I

Equity Bank

<div>
 <strong>
  Position:
 </strong>
 <strong>
  Teller
  <br/>
  <br/>
 </strong>
 <strong>
  Location: Garden City, KS
  <br/>
  <br/>
 </strong>
 <strong>
  Status: FT Hourly
  <br/>
  <br/>
 </strong>
 <em>
  Jump start your career at
  <strong>
   Equity Bank
  </strong>
  ! We are currently hiring energetic, team oriented, and community focused individuals to join our team! With a team of best-in-class customer service experts, you'll help to build and expand on client relationships, deliver the banking products and services that meet the unique and individual needs of clients, and create and uphold an atmosphere of superior experience and service. At Equity Bank we&rsquo;ll help you invest in your community through volunteer opportunities which align with our company initiatives and core values.
  <br/>
  <br/>
 </em>
 <strong>
  Responsibilities And Expectations
 </strong>
 <br/>
 <br/>
 <ul>
  <li>
   Accurately Perform Financial Transactions and Functions
  </li>
  <ul>
   <li>
    Accurately process financial transactions including but not limited to deposits, withdrawals, transfers, check cashing, payments, monetary instrument sales, and internal bank transactions.
   </li>
   <li>
    Balance transactions and cash daily.
   </li>
   <li>
    Approve transactions for other employees within your assigned approval authority limit, if applicable.
   </li>
   <li>
    Assist in management of bank cash levels as delegated by a manager or supervisor.
   </li>
   <li>
    Demonstrate operational soundness to minimize risk exposure or loss and maintain quality production.
   </li>
   <li>
    Adhere to operating procedures and protocols.
   </li>
  </ul>
 </ul>
 <br/>
 <br/>
 <ul>
  <li>
   Build Client Relationships
  </li>
  <ul>
   <li>
    Conduct professional client conversations that build and sustain trust and credibility.
   </li>
   <li>
    Discover key life events happening with clients to ensure bank products and services are meeting financial needs.
   </li>
   <li>
    Promote bank products and services, within and outside of the branch.
   </li>
   <li>
    Proactively make referrals to bank partners that result in additional revenue to the bank.
   </li>
   <li>
    Demonstrate operational soundness to minimize risk exposure or loss and to maintain quality production.
   </li>
  </ul>
 </ul>
 <br/>
 <br/>
 <ul>
  <li>
   Deliver a Consistently Superior Client Experience
  </li>
  <ul>
   <li>
    Demonstrate excellent customer service skills.
   </li>
   <li>
    Behave in a manner to create a welcoming, engaging, professional environment for clients and your team to experience.
   </li>
   <li>
    Respond to routine client inquiries and requests.
   </li>
  </ul>
 </ul>
 <br/>
 <br/>
 <li>
  Demonstrate Compliance with Applicable Laws and Regulations
 </li>
 <ul>
  <li>
   Understand and follow applicable laws and regulations for your job responsibilities, including but not limited to Equity Bank Business Ethics and Conduct policy, Bank Secrecy Act, Anti-Money Laundering, Information Security, Suspicious Activity Reporting requirements, policies, and procedures.
  </li>
  <li>
   Follow deposit account opening procedures and internal suspicious activity referral requirements and processes, as appropriate for this position.
  </li>
  <li>
   Actively work with clients to understand each client&rsquo;s normal account activity, as appropriate for this position.
  </li>
  <li>
   Complete periodic compliance training.
  </li>
  <li>
   Perform other duties as assigned or required.
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Required Skills &amp; Education
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   High School diploma or equivalent
  </li>
  <li>
   Cash handling experience preferred
  </li>
  <li>
   Customer service experience
  </li>
  <li>
   Excellent interpersonal, verbal, and written communication skills
  </li>
  <li>
   Computer proficiency in Windows-based system
  </li>
  <li>
   Ability to maintain a high degree of confidentiality
  </li>
  <li>
   Strong attention to detail and organizational skills
  </li>
  <li>
   Capable of working with a team
  </li>
  <li>
   Aptitude for math
  </li>
  <li>
   Ability to travel to Wichita, KS for required training your first week on the job
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 The above statements are intended to generally describe the nature and level of work to be performed by most people assigned to this job. It is not intended as an exhaustive list of all responsibilities, duties, and requirements.
 <br/>
 <br/>
 <strong>
  Who We Are
  <br/>
  <br/>
 </strong>
 Equity Bank, a full-service, $7 billion community bank, is based in Wichita, Kansas, with 79 bank offices throughout Kansas, Missouri, Arkansas, and Oklahoma.
 <br/>
 <br/>
 At Equity Bank, you can find exciting opportunities to challenge you, expand your skills, and reward your contributions. Our employees receive competitive compensation and benefits, while working in an atmosphere that encourages personal and professional growth. We&rsquo;re searching for motivated individuals who are passionate about serving others, learning new technologies, and working as part of a team.
 <br/>
 <br/>
 Equity Bank offers a full range of financial solutions, including online and mobile banking, commercial loans, consumer banking, and mortgage loans, treasury management service, the best solutions for your business, and absolutely zero ATM fees, anywhere.
 <br/>
 <br/>
 <strong>
  What&rsquo;s in it for you?
  <br/>
  <br/>
 </strong>
 We believe your benefits are an important part of your overall compensation package. We work year-round to ensure that we provide our employees with the most up-to-date, competitive program. We thoroughly evaluate our benefit plans and strive to provide quality benefits that support the physical and financial well-being of our employees and their families.
 <br/>
 <br/>
 Benefits Available:
 <br/>
 <br/>
 <ul>
  <li>
   Dental &amp; Vision Insurance
  </li>
  <li>
   401(K) Retirement Plan w/ Company Match
  </li>
  <li>
   Generous Vacation &amp; Sick Time
  </li>
  <li>
   Employee Stock Purchase Plan (ESPP)
  </li>
  <li>
   Retail Banking Benefits
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Find your future at Equity Bank!
  <br/>
  <br/>
 </strong>
 <strong>
  Physical Requirements
  <br/>
  <br/>
 </strong>
 This position requires standing, walking, bending, and squatting on a regular basis. May require the ability to stoop, kneel, crouch or reach with hands and arms. Requires the ability to carry, lift, move or push up to 25 pounds on an occasional basis. Must be able to talk and listen to others.
 <br/>
 <br/>
 <strong>
  Work Environment
  <br/>
  <br/>
 </strong>
 This position regularly works in an office setting. Most of the job duties require the employee to be working with computers and electronic media on a regular basis.
 <br/>
 <br/>
 <strong>
  <em>
   Equity Bank is an equal opportunity employer and will not make employment decisions based on an applicant&rsquo;s race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
  </em>
 </strong>
</div>


Full-Time Bank Teller - Garden City

First Community Credit Union

<div><p><b>About FCCU</b></p><p>
FCCU is the largest credit union in the region with over a billion dollars in assets. We are a growing family of employees who succeed both personally and professionally. We offer competitive total compensation, technical and leadership development, and opportunities for industry and community involvement.</p><p>
As a credit union we are member owned. This allows us to invest in our members and the communities we serve. Through helping others achieve financial growth and giving back to our communities, you can truly fulfill the FCCU mission of Life is Better with Community.</p><p><b>
Core Values-</b>Strengthen Community by helping members grow and thrive.</p><ul><li>
Community-Our Communities define who we are &quot;People Helping People.&quot;</li><li>
Integrity-We will live and work with uncompromised integrity.</li><li>
Passion-We will display passion in our work and service to our membership.</li><li>
Growth-We believe that growing both as a Credit Union and professionally as employees is imperative to our long-term success.</li></ul><p><b>
Job Responsibilities</b></p><p>
Our goal is to meet our members' financial needs with extraordinary personal service. This passion for quality and people-focused care is also evident in how we treat our employees.</p><ul><li>
Arrive each day full of energy and ready to provide unsurpassed customer service to our members while maintaining our tradition of community trust.
</li><li>Cheerfully and in a professional manner, you greet them in person, on the telephone, or by email and enjoy developing and nurturing relationships as you serve their financial needs.
</li><li>Responsible for branch cash levels to include ordering cash, following cash levels assigned, verifying cash received, filling teller cash orders, maintaining full vault security and balancing vault cash nightly.</li><li>
You have opportunities to utilize your product knowledge and cross-sell financial products and services to meet their current and future financial needs.
</li><li>You will have the ability to open new accounts, secure retail loans, process transactions and cross-sell products and services to meet members' financial needs and increase member satisfaction.</li><li>
Responsible for department recruiting, staffing, training and development, timekeeping and performance managment.
</li></ul><p><b>Qualifications</b></p><ul><li>
High school diploma or GED</li><li>
Previous cash-handling</li><li>
Ability to train others and demonstrate strong leadership qualities</li><li>
Competitive team player, with a positive attitude willing to learn and adapt to change</li><li>
Ability to communication, both written and verbal</li><li>
Detail-oriented and able to work in a fast-paced member service environment</li></ul><p><b>
Benefits</b></p><p>
We provide a great benefits package that includes 11 paid federal holidays, 401k match, fully paid single medical, dental and vision and much more. While we know benefits are highly important, we also recognize and support the value of a family and work life balance.</p><p><b>
Candidate Assessment</b></p><p>
As part of our hiring process at FCCU, we utilize the DiSC assessment to better understand communication styles and workplace behaviors. This tool helps us ensure strong team alignment and supports a culture of collaboration, engagement, as well as personal and professional growth. The DiSC assessment is not used to eliminate candidates but rather to enhance our understanding of how individuals may thrive within our team dynamics.</p><p><b>
You must complete an FCCU employment application located at </b><b>https://www.myfccu.com/careers</b></p><p><i>
First Community Credit Union is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. (EOE, including disability/vets)</i></p></div>

Teller Team Lead

UMB Financial Corporation

<div><div><b>Personal Bankers</b> 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.</div><div></div><div>
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.</div><div></div><div>
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.</div><div></div><div><b>
How you will spend your time:</b><br>
<ul><li>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</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><div></div><div><b><br>
We&rsquo;re excited to talk to you if:</b><br>
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div><div><b><br>
Target Pay:</b> $20-21/hr</div><div></div><div><b>
Compensation Range:</b></div>
$29,530.00 - $65,380.00<div></div><div><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></div><div></div><div>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</div><div></div><div><b>
Are you ready to be part of something more?</b><br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</div><div></div><div><i>
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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><div><i>talentacquisition@umb.com</i></div><i> to let us know the nature of your request.</i></div><div></div><div><i>
If you are a California resident, please visit our </i><div>Privacy Notice for California Job Candidates</div><i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></div></div>

Personal Banker I

<div><div><b>Personal Bankers</b> 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.</div><div></div><div>
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.</div><div></div><div>
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.</div><div></div><div><b>
How you will spend your time:</b><br>
<ul><li>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</li><li>Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks</li><li>Achieving your daily key performance metrics while balancing competing priorities</li><li>Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards</li><li>Other job duties as assigned</li></ul></div><div></div><div><b><br>
We&rsquo;re excited to talk to you if:</b><br>
<ul><li>You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</li><li>You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</li><li>You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</li><li>You demonstrate attention to detail whether completing documents or explaining features and benefits</li><li>You have a HS Diploma or equivalent</li><li>You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience</li><li>You have reliable transportation and ability to work branch hours, including weekends and some evenings</li><li>You have the ability to obtain NMLS registration within 90 days</li></ul></div><div></div><div><b><br>
Compensation Range:</b></div>
$29,530.00 - $65,380.00<div></div><div><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></div><div></div><div>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</div><div></div><div><b>
Are you ready to be part of something more?</b><br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</div><div></div><div><i>
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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><div><i>talentacquisition@umb.com</i></div><i> to let us know the nature of your request.</i></div><div></div><div><i>
If you are a California resident, please visit our </i><div>Privacy Notice for California Job Candidates</div><i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></div></div>

<div><div><b>Personal Bankers</b> 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.<br>
<br>
UMB&rsquo;s branches offer many opportunities to expand your financial education &amp; grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.</div><div></div><div>
Just as you&rsquo;ll play an important role in achieving UMB&rsquo;s business objectives, we&rsquo;re committed to helping you achieve your own goals. As a Personal Banker, you&rsquo;ll receive extensive training on UMB&rsquo;s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.</div><div></div><div><b>
How you will spend your time:</b></div><ul><li><div>
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</div></li><li><div>
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</div></li><li><div>
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</div></li><li><div>
Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards.</div></li><li><div>
Challenging your daily key performance metrics to elevate personal goals, while balancing competing priorities and providing the unparalleled customer experience</div></li><li><div>
Other duties as assigned</div></li></ul><div></div><div><b>
We&rsquo;re excited to talk to you if:</b></div><ul><li><div>
You have a HS Diploma or equivalent</div></li><li><div>
You have two years of retail banking sales experience or other relevant experience</div></li><li><div>
You have reliable transportation and ability to work branch hours, including weekends and some evenings</div></li><li><div>
You have the ability to obtain a NMLS registration within 90 days</div></li><li><div>
You have the ability to learn products, services, and procedures quickly and accurately</div></li><li><div>
You have basic math skills and ability to problem solve while operating within established risk parameters/tolerances</div></li><li><div>
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</div></li><li><div>
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.</div></li><li><div>
You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes</div></li><li><div>
You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives</div></li><li><div>
You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes</div></li><li><div>
You demonstrate attention to detail whether completing documents or explaining features and benefits</div></li><li><div>
You enjoy coaching others as a sales mentor</div></li></ul><div></div><div><b>
Bonus points if:</b></div><ul><li><div>
You have a college degree or military equivalent strongly preferred</div></li><li><div>
You are bilingual</div></li></ul><div></div><div><b>
Target Pay: </b>$21-22/hr</div><div></div><div><b>
Compensation Range:</b></div>
$29,530.00 - $65,380.00<div></div><div><i>
The posted compensation range on this listing represents UMB&rsquo;s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information</i></div><div></div><div>
UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.</div><div></div><div><b>
Are you ready to be part of something more?</b><br>
You're more than a means to an end&mdash;a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.</div><div></div><div><i>
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. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to </i><div><i>talentacquisition@umb.com</i></div><i> to let us know the nature of your request.</i></div><div></div><div><i>
If you are a California resident, please visit our </i><div>Privacy Notice for California Job Candidates</div><i> to understand how we collect and use your personal information when you apply for employment with UMB.</i></div></div>

Personal Banker II

Mainstreet Credit Union

<div><p><b>About Mainstreet Credit Union</b></p><p></p><p><b><br>
Why Work for Mainstreet Credit Union?</b></p><p>
Mainstreet Credit Union has consistently provided stability for employees and members over the span of more than 70 years. Not to mention, Mainstreet Credit Union aims to be the financial home to every member. We continue to strive for a welcoming culture, where our employees are knowledgeable, helpful, and accountable for their position within the team. To achieve this vision, we provide continued training and development opportunities, as well as a friendly environment where members and employees can feel at home. Being a not-for-profit organization, we keep business simple and real. We enjoy sharing in our community, and we always find the most effective way to serve our members and provide full pay and benefits for our employees, even through uncertain times.</p><p>
In addition to our friendly and welcoming environment, we offer our employees:</p><ul><li>
Day-time hours that provide for a healthy work-life balance</li><li>
Three weeks of PTO in the first year with a generous annual PTO carryover plan</li><li>
A wide variety of insurance options for health, dental, and vision</li><li>
401k with company match</li><li>
Company provided life insurance and long-term disability</li><li>
Special product perks for employee</li></ul><p></p><p><b><br>
Company Expectations</b></p><p>
In the performance of their respective responsibilities, all employees are expected to perform the following:</p><ul><li> Predictable and reliable attendance as required to successfully perform the duties of the position.</li><li> Foster a positive and supportive work environment conducive to the credit union&rsquo;s culture initiatives by adhering to Mainstreet Credit Union&rsquo;s service standards and values.</li><li> Ability to perform job expectations in an accurate and efficient manner.</li><li> Complete required new hire, on-the-job and additional training as indicated by management and company policy.</li><li> Comply with all Mainstreet Credit Union policies and procedures as communicated in the Employee Handbook or elsewhere.</li></ul><p></p><p><b><br>
Position Overview</b></p><p>
A successful Member Specialist II is patient, friendly, and possesses excellent interpersonal skills, with a passion for serving members in person, over the phone or virtually. They are dedicated to empowering and equipping members with the tools they need for financial success. They prioritize assisting members in person at the branch, but if no in-person members are present, they are expected to support the Member Assistance Center (MAC) with inbound member communications (phone and chat). They maintain a positive, composed demeanor and thrive under pressure. Serving as the first point of contact, they play a vital role in shaping the member's experience and building trust-based relationships with the credit union. Member Specialist II&rsquo;s are responsible for delivering outstanding service by listening to members' needs, processing transactions and opening secondary accounts accurately, completing account maintenance meticulously, and seamlessly transferring members to the appropriate team members when necessary. They also make referrals for products and services that align with members' specific needs. Promoting credit union products and services in response to members&rsquo; situations is a key aspect of the role. This position is able to earn monthly incentive based on performance metrics.</p><p></p><p><b><br>
Key Responsibilities</b></p><p>
Interact with members utilizing the credit union service standards: greet members in-person or via phone, to respond to their needs and concern(s). Deliver high-quality member service, listening to</p><ul><li> members&rsquo; requests and working to find the appropriate solution. Provide a soft hand-off to the appropriate person or department as necessary.</li><li> Process and verify transactions, including deposits, withdrawals, purchases, transfers, and payments.</li><li> Responsible for managing and balancing a cash drawer in accordance with established cash handling and balancing procedures.</li><li> Establish strong relationships with members by taking a needs-based approach when recommending credit union products and services. Identify opportunities to support members' financial needs during transaction processing and make appropriate suggestions or referrals based on Mainstreet Credit Union's offerings.</li><li> Perform Account maintenance on accounts for existing members (account ownership, opening secondary accounts, wires, stop payments, etc.)</li><li> Maintain an up-to-date and comprehensive knowledge of credit union products and services that are handled by this position.</li><li> Keep a current and foundational understanding of all credit union products and services to ensure accurate referrals and seamless hand-offs</li><li> Promote and uphold a positive image of Mainstreet Credit Union to both current and prospective members, as well as the community.</li><li> Perform membership maintenance as necessary and required.</li><li> Maintain a solid understanding of relevant state and federal laws and regulations related to credit union compliance, including the Bank Secrecy Act, anti-money laundering, and elder financial abuse laws applicable to the role.</li><li> Ensure that established individual minimum performance standards (MAPS) and branch goals are actively pursued and consistently met or exceeded.</li><li> Must have the flexibility to work during the necessary business hours. This includes opening and closing the branch and assisting other staff in completion of daily activities, as needed.</li><li> Must be available and willing to travel to such locations and with such frequency as determined necessary or desirable to meet the business needs of the credit union.</li><li> Perform other duties as assigned by supervisor or manager.</li></ul><p></p><p><b><br>
Required Qualifications</b></p><ul><li> High school diploma or general education degree (GED).</li><li> Twelve months prior experience working in retail or financial environment to include cash handling and providing exceptional service while building rapport with members/customers.</li><li> Excellent communication skills allowing for positive interactions with members.</li><li> Ability to confidently make recommendations and referrals for credit union products and services, ensuring members receive the most relevant solutions to meet their financial needs (in person and over the phone).</li><li> Thrive in a fast-paced environment with the ability to prioritize multiple tasks daily.</li><li> Ability to handle cash with speed and accuracy.</li><li> Must successfully complete Advanced Member Specialist Training within six months.</li><li> Exhibit enthusiasm and professionalism along with a high level of ownership and accountability.</li><li> Understanding and use of good judgment.</li><li> Relevant computer skills and ability to acclimate to required systems with speed and accuracy.</li></ul><p></p><p><b><br>
Physical Requirements</b></p><ul><li> Regularly required to stand; use hands to finger, handle, or feel objects, tools, or controls; reach with hands and arms; and talk or hear. Frequently required to walk and stand. Occasionally required to stoop, kneel, crouch, or crawl.</li><li> Specific vision abilities required by this job include close vision, distance vision, color vision, peripheral vision, depth perception and the ability to adjust focus.</li><li> Does require occasional lifting, up to 50 pounds</li></ul></div>

Member Specialist II - Wyandotte

Explore 197+ Financial services representative in Kansas City this April. Find roles across top companies and apply now to boost your career.

197 financial services representative jobs In Kansas City

Financial Service Representative I

Full-Time Bank Teller - Garden City

Teller Team Lead

Personal Banker I

Personal Banker I

Personal Banker II

Member Specialist II - Wyandotte