Floating Branch Transaction Specialist

Company: UMB Financial Corporation
Location: Phoenix
Posted on: May 28, 2023

Job Description:

Be part of something more.

A majority of our time is spent "at work." We believe that time most meaningful when it's spent around people who care about you and who challenge you. We hire people who know how to make good decisions, because we won't be constantly looking over your shoulder-you'll be empowered to do what's right for our customers. Most importantly, we're a partner. We partner with our associates to help them thrive personally and professionally. We partner with our communities and the organizations that support them. And, we partner with our customers to create an experience they won't find elsewhere.

UMB begins with YOU! We measure success in how we use every transaction and interaction to improve our customer's financial wellbeing. Our Branch Transaction Specialist - Float are at the forefront engaging the client by name and ensuring that they feel welcomed and appreciated. Branch Service Specialists blend technical excellence, strong organizational skills with an outstanding talent for building rapport. This role delivers on our "Count on More" brand promise by assisting customers with simple and complex transactions, resolving service inquiries, introducing the convenience of digital self-service tools and managing customer flow all while complying with policies, procedures and regulatory requirements. Based on business continuity needs and scheduling, these team members travel between multiple branches within a designated market.

We want you on our team if you have a passion for making your customers and teammates feel valued while holding yourself to the highest level of accuracy. Our branch environment is extremely fast paced with several daily priorities which means you have a wealth of opportunities to expand your base of knowledge - aka you will never be bored.

You will contribute to the success of the Retail team by:

• Completing financial transactions and service requests accurately and efficiently, while complying with all policies, procedures and regulations.
• Earning your customers' personal recommendation by consistently delivering the unparalleled customer experience in the lobby, drive-thru and over the phone. Speed, accuracy, listening for details and an engaging personality ensure that UMB stands out from the crowd.
• Play an active role in branch daily operations to ensure safety and soundness for both the customer and the bank.
• Maintaining an expert knowledge of our self-service and digital platforms to help customers learn how to complete their banking needs at their convenience.
• Helping your branch achieve growth targets by identifying opportunities to connect customers with team members who can help them make money, save money and protect money.
  
  We are passionate about helping our team members develop their careers! You will have deep relationships with your Managers, Regional Delivery Manager, and specialists. These leaders invest in your success through daily feedback, personalized coaching and helping you grow your career. From day one, you will receive training including hands-on practice, and dedicated support throughout your on-boarding experience. With demonstrated success, you will have unlimited opportunity to grow throughout the company.
  
  Requirements
  
  • HS Diploma or equivalent
  • Dependable transportation as this position travels to support multiple branches across an area
  • Must have the ability to work Monday-Friday 8:00AM-6:00PM, Saturdays 8:00AM-12:00PM
  • Ability to travel within a select market and support multiple branches on a weekly basis
    
    Skills
    
    • Basic math and cash handling skills
    • Ability to learn products, services, and processes quickly and accurately
    • Professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems.
    • Excellent communication skills - ability to make personal connections, engage customers, and always be courteous and professional in a team environment
    • Strong desire and ability to influence, educate and connect customers to technology
    • Ability to follow policies, procedures, and regulations to identify risks and take appropriate action to prevent losses and keep the customer and bank safe.
      
      Preferred Qualifications
      
      • One year experience interacting with customers, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
      • Leadership roles experience (team lead, shift lead, etc) preferred
      • Bilingual
        
        *Qualified candidates are eligible to receive a $1000 sign-on bonus for this position*
        
        The pay range for a candidate selected for this position who is based in Colorado is typically $29,684 to $49,434 annually. The selected candidate's actual pay will be based on various factors, including but not limited to work location, qualifications, and experience, so the actual starting pay for the selected candidate may be above or below this range. The successful candidate will also be eligible to participate in one or more incentive plans based on company and individual performance.
        
        UMB offers competitive and varied benefits to its associates including 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.
        
        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.
        
        Compensation Range:
        Minimum: $26,985.00 - Mid Point: $35,963.00
        
        The posted compensation range on this listing represents UMB'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.
        
        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 talentacquisition@umb.com to let us know the nature of your request.
        
        If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

Keywords: UMB Financial Corporation, Phoenix , Floating Branch Transaction Specialist, Other , Phoenix, Arizona