Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244 annuallyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Problem-solving","Attention to detail","Customer relationship building","Coaching feedback utilization"]

Build customer relationships and turn day-to-day banking requests into sales conversations that cross-sell UMB products and services. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing competing priorities, and complete transaction and cash drawer processes according to industry and legal standards. Receive training on products, the sales process, and offering financial solutions.

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UMB Financial
UMB Financial
1 month ago

Personal Banker I

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

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

Job Summary

Build customer relationships and turn day-to-day banking requests into sales conversations that cross-sell UMB products and services. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing competing priorities, and complete transaction and cash drawer processes according to industry and legal standards. Receive training on products, the sales process, and offering financial solutions.
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 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 transaction processing, managing a cash drawer, and completing bank documentation to industry and legal standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244 annually
Perks:Paid Leave401kIncentive PayPaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

Key Requirements

  • •High school diploma or equivalent.
  • •1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Obtain NMLS registration within 90 days.
  • •Ability to communicate effectively and pay close attention to detail when completing documents and explaining features and benefits.
Experience:RetailCustomer-facingSales
Education:High School
Skills:CommunicationProblem-solvingAttention to detailCustomer relationship buildingCoaching feedback utilization
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