Branch Transaction Specialist

Branch Transaction Specialist at UMB Bank

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 Specialists 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.

• 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.

• 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.

• 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

$25,640.00 - $49,440.00

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.

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  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.

Entry level

Full‑time

Accounting/Auditing and Finance

Banking, Financial Services, and Investment Banking

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