UMB Bank · 19 hours ago
Branch Transaction Specialist
Raytown, MO
Full-time
Onsite
Entry Level
$26K/yr - $49K/yr
1+ years expUMB Bank is committed to improving customers' financial wellbeing through personal interactions. The Branch Transaction Specialist role involves engaging with clients, completing financial transactions, and promoting digital banking solutions while ensuring compliance with policies and regulations.
BankingFinanceFinancial Services
Responsibilities
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
Qualification
Required
You have a HS Diploma or equivalent
You have the ability to work Saturdays (include time) as needed or scheduled
You have basic math and cash handling skills
You have the ability to learn products, services, and processes quickly and accurately
You are professional, thorough, and organized with strong computer skills to manage complex transactions and service tasks across multiple systems
You have excellent communication skills – ability to make personal connections, engage customers, and always be courteous and professional in a team environment
You have a strong desire and ability to influence, educate and connect customers to technology
You have the 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
You have one year experience interacting with customers, or equivalent demonstrated through one or a combination of the following work experience, training, military experience, education
You have leadership roles experience (team lead, shift lead, etc) preferred
You are bilingual
Benefits
Paid Time Off
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
Dependent care accounts
Adoption assistance
An employee assistance program
Fitness reimbursement
Tuition reimbursement
An associate wellbeing program
An associate emergency fund
Various associate banking benefits
Company
UMB Bank
UMB Financial Corporation is a commercial bank that offers various financial services.
1001-5000 employees
H1B Sponsorship
UMB Bank has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (20)
2023 (14)
2022 (33)
2021 (11)
2020 (18)
Funding
Current Stage
Public CompanyTotal Funding
$606.13M2025-05-29Post Ipo Equity· $294.53M
2024-04-29Post Ipo Equity· $201.6M
2022-09-23Post Ipo Debt· $110M
Leadership Team
Brian Hutchin
Executive Vice President, Director of Healthcare Services at UMB, Institutional Banking Division
Phillip Mason
President of Institutional Banking
Recent News
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