Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 21 - 22 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Customer relationship building","Problem-solving","Attention to detail","Sales mindset"]

Build strong customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling, workplace visits, and referral development. Meet daily performance metrics while balancing priorities. Learn core banking operations including cash drawer management and compliant documentation. Work in a sales-driven team with daily coaching, and complete training on products, services, and the sales process.

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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 strong customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling, workplace visits, and referral development. Meet daily performance metrics while balancing priorities. Learn core banking operations including cash drawer management and compliant documentation. Work in a sales-driven team with daily coaching, and complete training on products, services, and the sales process.
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 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
  • •Perform core banking processes such as transactions, managing a cash drawer, and completing compliant bank documentation
  • •Handle other duties as assigned

Pay and Benefits

Salary: USD 21 - 22 hourly
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetPaid Holidays

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
  • •Thrive in a high-energy, sales-driven team and use coaching and feedback to improve sales outcomes
Experience:1+ years
Education:High School
Skills:CommunicationCustomer relationship buildingProblem-solvingAttention to detailSales mindset
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