Personal Banker I

UMB Financial
Kansas City
Workplace: OnsiteFull timeUSD 20 - 21 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Relationship building","Communication","Problem-solving","Attention to detail","Coaching receptiveness"]

Build customer relationships and drive cross-sell conversations by converting everyday transactions and service requests into opportunities to recommend financial products. Create sales opportunities through lead calling, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing priorities, learn core banking processes like cash drawer management and documentation, and work with leadership through extensive onboarding and training.

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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 and drive cross-sell conversations by converting everyday transactions and service requests into opportunities to recommend financial products. Create sales opportunities through lead calling, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing priorities, learn core banking processes like cash drawer management and documentation, and work with leadership through extensive onboarding and training.
Location: Kansas City
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and routine service requests into cross-sell conversations
  • •Create sales opportunities by calling leads, visiting businesses for workplace banking, and building referral networks
  • •Achieve daily key performance metrics while balancing competing priorities
  • •Learn and perform banking processes such as transactions, managing a cash drawer, and completing bank documentation in line with industry and legal standards
  • •Handle other assigned job duties

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Health InsuranceDentalVision401kPaid HolidaysLearning 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 maintain attention to detail when completing documents and explaining product features and benefits
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:Relationship buildingCommunicationProblem-solvingAttention to detailCoaching receptiveness
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