Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Relationship building","Communication","Problem-solving","Attention to detail","Coaching receptiveness"]

Build strong customer relationships and convert everyday transactions and service requests into cross-sell opportunities for banking products and services. Create sales opportunities by calling leads, visiting businesses for workplace banking, and growing referral networks. Meet daily performance metrics while learning core banking operations such as transactions, cash drawer management, and accurate documentation in line with legal and industry standards. Receive extensive training on products, the sales process, and ongoing coaching.

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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 strong customer relationships and convert everyday transactions and service requests into cross-sell opportunities for banking products and services. Create sales opportunities by calling leads, visiting businesses for workplace banking, and growing referral networks. Meet daily performance metrics while learning core banking operations such as transactions, cash drawer management, and accurate documentation in line with legal and industry standards. Receive extensive training on products, the sales process, and ongoing coaching.
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.
  • •Create sales opportunities by calling leads and visiting businesses for workplace banking.
  • •Develop referral networks to deepen client relationships.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform banking processes including transactions, managing a cash drawer, and completing documentation per legal and industry standards.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kHealth InsuranceDentalVision

Key Requirements

  • •HS Diploma or equivalent
  • •1 year of experience in a retail environment engaging with customers and recommending products that lead to sales, or relevant experience
  • •Ability to work branch hours, including weekends and some evenings
  • •Reliable transportation
  • •Ability to obtain NMLS registration within 90 days
Experience:RetailCustomer-facingSales
Education:High School
Skills:Relationship buildingCommunicationProblem-solvingAttention to detailCoaching receptiveness
Certifications: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