Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 20 - 21 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Relationship building","Sales","Attention to detail","Problem-solving"]

Build strong customer relationships by asking personalized questions and converting everyday banking needs into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while learning core branch processes including cash drawer management and accurate bank documentation, supported by training on products, services, and the sales process.

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UMB Financial
UMB Financial
1 month ago

Personal Banker I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Build strong customer relationships by asking personalized questions and converting everyday banking needs into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while learning core branch processes including cash drawer management and accurate bank documentation, supported by training on products, services, and the sales process.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships.
  • •Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform core branch processes including transactions, cash drawer management, and completing bank documentation according to standards.
  • •Handle other assigned job duties.

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingGym MembershipAdoption Assistance

Key Requirements

  • •HS Diploma or equivalent.
  • •1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales (or related experience).
  • •Ability to work branch hours, including weekends and some evenings.
  • •Reliable transportation.
  • •Ability to obtain NMLS registration within 90 days.
Experience:1+ yearsRetail
Education:High School
Skills:CommunicationRelationship buildingSalesAttention to detailProblem-solving
Licenses:NMLS registration

Company Brief

UMB Financial
UMB Financial is a diversified financial holding company offering commercial banking, treasury management, payment solutions, trust services, and asset servicing. It serves businesses, institutions, and individuals through banking and financial products across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Kansas City, United States
Founded: 1913
WebsiteLinkedIn