Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244Function: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Relationship building","Communication","Problem-solving","Attention to detail","Coaching responsiveness"]

Build customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through calls, workplace visits, and referral networks. Meet daily performance metrics while balancing competing priorities. Complete banking documentation and cash-drawer processes according to legal and industry standards, supported by extensive training and ongoing coaching to polish sales outcomes.

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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 customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through calls, workplace visits, and referral networks. Meet daily performance metrics while balancing competing priorities. Complete banking documentation and cash-drawer processes according to legal and industry standards, supported by extensive training and ongoing coaching to polish sales outcomes.
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, account maintenance, and routine service requests into cross-sell conversations
  • •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 banking processes including transactions, managing a cash drawer, and completing bank documentation to standards
  • •Handle other job duties as assigned

Pay and Benefits

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

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
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings
  • •Ability to obtain NMLS registration within 90 days
  • •Ability to communicate effectively and demonstrate attention to detail when completing documents or explaining features and benefits
Experience:1+ yearsRetailBanking
Education:High School
Skills:Relationship buildingCommunicationProblem-solvingAttention to detailCoaching responsiveness
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