UMB Financial

2 days ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Build relationships with customers and convert everyday banking interactions into cross-sell conversations for UMB’s products and services. Create new sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning transactions, cash-drawer handling, and compliance documentation. Thrive in a sales-driven environment supported by training, coaching, and mentorship.

Location: Albuquerque

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.
•Learn and follow processes for transactions, managing a cash drawer, and completing bank documentation according to legal and industry standards.
•Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244

Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

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.
•Strong conversation and communication skills to build customer relationships and recommend financial solutions.

Experience:1+ yearsRetailCustomer-facing

Education:High School

Skills:Customer relationship buildingCommunicationSales-driven mindsetAttention to detailProblem-solving

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

Website LinkedIn

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UMB Financial

2 days ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 2 hours agoStatus: Live

Job Summary

Location: Albuquerque

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.
•Learn and follow processes for transactions, managing a cash drawer, and completing bank documentation according to legal and industry standards.
•Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244

Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

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.
•Strong conversation and communication skills to build customer relationships and recommend financial solutions.

Experience:1+ yearsRetailCustomer-facing

Education:High School

Skills:Customer relationship buildingCommunicationSales-driven mindsetAttention to detailProblem-solving

Licenses: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