Personal Banker I

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

Build customer relationships while recommending and selling UMB products and services. Convert transactions and routine service requests into cross-sell conversations, create new sales opportunities by calling leads and visiting businesses, and develop referral networks. Meet daily key performance metrics, learn banking processes like cash drawer management and documentation, and apply ongoing coaching to improve sales outcomes—while ensuring accuracy and compliance.

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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 while recommending and selling UMB products and services. Convert transactions and routine service requests into cross-sell conversations, create new sales opportunities by calling leads and visiting businesses, and develop referral networks. Meet daily key performance metrics, learn banking processes like cash drawer management and documentation, and apply ongoing coaching to improve sales outcomes—while ensuring accuracy and compliance.
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, 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 according to industry and legal standards.
  • •Handle other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Health InsuranceDentalVision401kPaid LeavePaid HolidaysAdoption AssistanceLearning BudgetGym Membership

Key Requirements

  • •1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.
  • •HS Diploma or equivalent.
  • •Ability to work branch hours, including weekends and some evenings, and have reliable transportation.
  • •Thrive in a high-energy, sales-driven team and use daily coaching and feedback to improve sales outcomes.
  • •Ability to obtain NMLS registration within 90 days.
Experience:1+ yearsRetailCustomer serviceBanking
Education:High School
Skills:CommunicationSales coachingProblem-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