What are the responsibilities and job description for the Customer Experience Advocate position at Minnesota Bank & Trust, a division of UMB Bank, n.a.?
About This Role
We are seeking an experienced and results-driven Personal Banker to join our team at Minnesota Bank & Trust. As a Personal Banker, you will be responsible for building relationships with our customers, assessing their financial needs, and providing customized solutions.
Your Key Responsibilities
You will be responsible for:
- Conducting needs assessments to identify opportunities for cross-selling and upselling.
- Developing and implementing sales strategies to achieve sales goals and increase revenue.
- Building and maintaining strong relationships with our customers through regular communication and follow-up.
- Working closely with other teams to ensure seamless delivery of banking services.
- Staying up-to-date on industry trends and developments to remain competitive.
Requirements
To be successful as a Personal Banker, you must have:
- A high school diploma or equivalent.
- At least one year of experience in a retail environment engaging with customers and making product recommendations.
- Excellent communication and interpersonal skills.
- The ability to work in a fast-paced environment and meet sales targets.
- Reliable transportation and ability to work branch hours, including weekends and some evenings.
- The ability to obtain NMLS registration within 90 days.
