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Transaction Specialist
UMB Financial Corporation
Kansas City, MO, United States
Job Details - this job has expired, please see similar jobs below
Duties and Responsibilities
You will have the opportunity to serve as the primary function of processing most teller transactions including but not limited to: check cashing, deposits, consigned items, savings bonds, and loan payments. Generate sales referrals by educating or interesting customers in different UMB products. Represent UMB in a manner that maintains and expands business relationships and enhances the Bank's image, contributing to its growth. Provide excellent customer service in all customer interactions. You will also be responsible for processing a few select customer maintenance transactions that require a minimum amount of time. This role will be proactive at introducing clients to their Client Relationship Manager when appropriate while partnering with internal partners such as, Small Business Officers, Mortgage Officers, Investment Wealth Management, and Commercial partners. Other duties as assigned.
Minimum Requirements
-High School diploma or equivalent.
-Previous customer service or retail experience.
Preferred Requirements
-Cash handling or banking experience.
Minimum Knowledge and Skills
-Will learn UMB product knowledge to suggest products & services to customers and make sales referrals.
-Will learn policy, procedures, & bank regulations.
-Basic math and accounting skills.
-Strong verbal and written communications skills.
-Ability to operate general office equipment, such as: telephone, fax machine, copying machine, currency counter, 10 key adding machine, etc.
-Knowledge of debits and credits.
-Demonstrates good work habits, attendance and follows policies and procedures.
-Good written and verbal communication skills required.
Preferred Knowledge and Skills
-Proven customer service.
-Sales referrals.
-Process customer transactions.
-Balance cash drawer.
-Demonstrated communication.
Work Schedule
Monday-Friday: 8:00am-6:00pm, Sat 9-12
At UMB
We strive to deliver the unparalleled customer experience, and show customers they can count on more from UMB. The same is true for our associates. You can count on more benefits, more training, more support, and more opportunity!
What you'll get:
Unique Benefit Programs : We offer a great benefits package including several unique programs like an incentive-based wellness program, parental leave, adoption assistance and health care for you, your spouse or domestic partner, your dependents and even your pets!!
Professional Development:We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.
Community Involvement: Giving back is a big part of who we are! We support several great causes throughout the UMB footprint. We even offer Volunteer Time Off, which allows associates to dedicate 16 hours a year to a worthy cause of their choice.
Culture of Diversity and Inclusion:We are committed to building a strong UMB by hiring talented, high-performing associates with diverse backgrounds. Maybe you simply want to work at a company where you have a voice and an opportunity to share your unique ideas.
Please visit us at careers.umb.com to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.