UMB Financial

1 month ago

Personal Banker I- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Build customer relationships and turn everyday banking interactions into cross-sell opportunities for UMB’s products and services. Learn the sales process through extensive training, work toward daily key performance metrics, and create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Perform transaction and cash-drawer responsibilities while meeting industry and legal standards, supported by coaching and mentorship.

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 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.
•Meet daily key performance metrics while balancing competing priorities.
•Perform transactions, manage a cash drawer, and complete banking documentation according to industry and legal standards.
•Handle other assigned duties.

Pay and Benefits

Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

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).
•Thrive in a sales-driven, high-energy team and use daily coaching and feedback to improve sales outcomes.
•Communicate compellingly, project a positive image, and enjoy solving problems to create positive customer outcomes.
•Ability to obtain NMLS registration within 90 days and work branch hours, including weekends and some evenings.

Education:High School

Skills:CommunicationSalesProblem-solvingAttention to detail

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

Website LinkedIn

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UMB Financial

1 month ago

Personal Banker I- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

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 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.
•Meet daily key performance metrics while balancing competing priorities.
•Perform transactions, manage a cash drawer, and complete banking documentation according to industry and legal standards.
•Handle other assigned duties.

Pay and Benefits

Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

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).
•Thrive in a sales-driven, high-energy team and use daily coaching and feedback to improve sales outcomes.
•Communicate compellingly, project a positive image, and enjoy solving problems to create positive customer outcomes.
•Ability to obtain NMLS registration within 90 days and work branch hours, including weekends and some evenings.

Education:High School

Skills:CommunicationSalesProblem-solvingAttention to detail

Certifications:NMLS registration

Company Brief

UMB Financial

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

Website LinkedIn