What are the responsibilities and job description for the Personal Finance Consultant position at Minnesota Bank & Trust, a division of UMB Bank, n.a.?
About Our Branch
Our branch at Minnesota Bank & Trust is a vibrant and dynamic place where you can build lasting relationships with our customers. As a Personal Banker, you will play a critical role in delivering exceptional customer service and driving business growth.
Your Key Responsibilities
You will be responsible for:
- Providing personalized service to our customers, answering questions, and resolving issues.
- Identifying opportunities to cross-sell and upsell banking products and services.
- Developing and implementing sales strategies to achieve sales goals and increase revenue.
- 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.
