Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 47,564Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales","Communication","Problem-solving","Attention to detail"]

Build customer relationships and recommend financial products and services by asking personalized questions and converting transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while learning core banking processes such as cash drawer management, documentation, and industry/legal standards. Receive extensive training on products, sales processes, and mentorship from UMB leaders.

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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 recommend financial products and services by asking personalized questions and converting transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while learning core banking processes such as cash drawer management, documentation, and industry/legal standards. Receive extensive training on products, sales processes, and mentorship from UMB leaders.
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 and visiting businesses to offer workplace banking.
  • •Develop referral networks and drive customer engagement to meet performance goals.
  • •Learn and perform banking processes including transactions, managing a cash drawer, and completing documentation according to standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 38,916 - 47,564
Perks:Health InsuranceDentalVision401kPaid LeavePaid Holidays

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 relevant experience.
  • •Thrive in a high-energy, sales-driven team using daily coaching and feedback to improve sales outcomes.
  • •Communicate compellingly and solve problems to create positive outcomes.
  • •Obtain NMLS registration within 90 days and have reliable transportation to work branch hours, including weekends and some evenings.
Experience:Retail
Education:High School
Skills:Customer relationship buildingSalesCommunicationProblem-solvingAttention to detail
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