Personal Banker I

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

Build customer relationships and use product knowledge to recommend and sell financial products and services. Convert transactions and routine service requests into cross-sell conversations, create sales opportunities by calling leads and visiting local businesses, and develop referral networks. Meet daily key performance metrics while completing banking documentation accurately and according to legal standards. Receive training on products, sales process, and key operational tasks.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
UMB Financial
UMB Financial
2 months ago

Personal Banker I

âś“ Verified Job

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

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

Job Summary

Build customer relationships and use product knowledge to recommend and sell financial products and services. Convert transactions and routine service requests into cross-sell conversations, create sales opportunities by calling leads and visiting local businesses, and develop referral networks. Meet daily key performance metrics while completing banking documentation accurately and according to legal standards. Receive training on products, sales process, and key operational tasks.
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.
  • •Perform core banking processes such as managing a cash drawer and completing bank documentation according to industry and legal standards.
  • •Complete other assigned duties as needed.

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingLearning BudgetAdoption AssistanceGym MembershipDependent Care

Key Requirements

  • •HS Diploma or equivalent.
  • •One 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.
  • •Ability to obtain NMLS registration within 90 days.
  • •Ability to communicate compellingly and build solutions based on customers’ needs.
Experience:Retail
Education:High School
Skills:Relationship buildingSalesCommunicationAttention to detailProblem-solving
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