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Floating Branch Transaction Specialist
Floating Branch Transaction Specialist-March 2024
Denver
Mar 28, 2026
About Floating Branch Transaction Specialist

  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

  Ability to work Saturdays (include time) as needed or scheduled

  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

  *This position provides support to our branches in the Denver metro and surrounding cities

  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.

  Compensation Range:

  Minimum: $25,640.00 - Maximum: $59,330.00

  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 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.

  Are you ready to be part of something more?

  You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

  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 [email protected] to let us know the nature of your request.

  If you are a California resident, please visit our Privacy Notice for California Job Candidates (https://p1.aprimocdn.net/umb/cdbf5f22-8f7a-43b9-bd03-b09f014a39c3/Privacy_Notice_for_California_Candidates_Original_file.pdf) to understand how we collect and use your personal information when you apply for employment with UMB.

  Who we are

  We are more than a company. We are advisors, consultants, problem solvers, friends, community members, experts, and we are here to help you make the best of every moment with a financial foundation that can help you succeed.

  Learn more about UMB's vision (https://p1.aprimocdn.net/umb/8cf58ce2-e9d6-4621-b60a-b09f01638943/UMB_Tuce_Book_Original_file.pdf)

  Check out the road to a career at UMB

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