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Transaction Specialist II - Gladstone, MO #4817797

Company: UMB Bank

Date: 04/17/2018

Category: Banking

City: Gladstone, MO

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 Knowledge and Skills:

-Able to learn UMB product knowledge to suggest products & services to customers and make sales referrals.

-Able to learn and follow 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.

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 to view a list of all available opportunities. UMB is an Equal Opportunity Employer. Principals only. No 3rd parties or agencies, please.


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!!

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.

Preferred Knowledge and Skills:

-Proven customer service.

-Sales referrals.

-Process customer transactions.

-Balance cash drawer.

-Demonstrated communication.

-Mastery of Teller role

Minimum Requirements:

-High School diploma or equivalent.

-Good written and verbal communication skills required

-1 year previous customer service or retail experience

Professional Development: We provide our associates with the tools they need to support their career goals - including training, tuition reimbursement and career guidance.

Preferred Requirements:

-Cash handling, banking or Teller experience.

-6 months experience as a UMB Teller II

Job Title:

Transaction Specialist II (Teller)

Work Schedule:

Monday-Friday: 8:00am-5:00pm


6211 North Chestnut Avenue

Division Name:

Personal Banking

Requisition Number:



Banking Services

Postal Code:



Full Time






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