Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 20 - 21 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Relationship building","Problem-solving","Attention to detail","Coaching responsiveness"]

Build customer relationships and recommend banking products and services by asking personalized questions that turn routine transactions into cross-sell opportunities. Create sales opportunities through lead calling, workplace visits, and referral network development. Meet daily performance metrics while learning branch processes such as cash drawer management and completing required documentation in line with industry and legal standards.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
UMB Financial
UMB Financial
2 months ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build customer relationships and recommend banking products and services by asking personalized questions that turn routine transactions into cross-sell opportunities. Create sales opportunities through lead calling, workplace visits, and referral network development. Meet daily performance metrics while learning branch processes such as cash drawer management and completing required documentation in line with industry and legal standards.
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 routine service requests into cross-sell conversations.
  • •Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform branch processes including transactions, managing a cash drawer, and completing bank documentation according to industry and legal standards.
  • •Handle other assigned job duties.

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Health InsuranceDentalVision401kPaid LeavePaid 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).
  • •Ability to obtain NMLS registration within 90 days.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Strong communication skills and attention to detail when completing documents or explaining features and benefits.
Experience:RetailCustomer-facing
Education:High School
Skills:CommunicationRelationship buildingProblem-solvingAttention to detailCoaching responsiveness
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