Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 22 - 23 hourlyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer relationship building","Sales focus","Communication","Problem-solving","Attention to detail"]

Build customer relationships by converting transactions and routine service needs into cross-sell conversations and sales opportunities. Call leads, visit businesses for workplace banking, and develop referral networks to deepen client relationships. Meet daily key performance metrics while learning banking processes such as managing a cash drawer and completing documentation according to industry and legal standards, supported by training and coaching from UMB leaders.

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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 by converting transactions and routine service needs into cross-sell conversations and sales opportunities. Call leads, visit businesses for workplace banking, and develop referral networks to deepen client relationships. Meet daily key performance metrics while learning banking processes such as managing a cash drawer and completing documentation according to industry and legal standards, supported by training and coaching from UMB leaders.
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 that meet customer needs.
  • •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.
  • •Complete other assigned job duties.

Pay and Benefits

Salary: USD 22 - 23 hourly
Perks:Paid HolidaysHealth InsuranceDentalVision401kGym MembershipFlexible SpendingDependent Care

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 work branch hours, including weekends and some evenings
  • •Reliable transportation
  • •Ability to obtain NMLS registration within 90 days
Experience:1+ yearsRetail
Education:High School
Skills:Customer relationship buildingSales focusCommunicationProblem-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