UMB Financial

2 months ago

Personal Banker I- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Build customer relationships and turn everyday banking interactions into cross-sell opportunities. Contact leads, visit businesses for workplace banking, and grow referral networks while meeting daily performance metrics. Handle routine transactions and account maintenance, including managing a cash drawer and completing documentation in line with industry and legal standards. Receive extensive training on products, the sales process, and financial solution recommendations.

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 deepen customer 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 banking processes including transactions, managing a cash drawer, and completing bank documentation to required standards.
•Perform other assigned job duties.

Pay and Benefits

Salary: USD 29,530 - 56,950 annually

Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipEmergency Fund

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 and ability to perform in-branch duties like transactions and cash drawer management.
•Ability to obtain NMLS registration within 90 days.

Experience:1+ years

Education:High School

Skills:CommunicationSalesRelationship buildingAttention to detailProblem-solving

Certifications:NMLS

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

Website LinkedIn

Loading job details...

Preparing the role view and application actions.

UMB Financial

2 months ago

Personal Banker I- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

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 deepen customer 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 banking processes including transactions, managing a cash drawer, and completing bank documentation to required standards.
•Perform other assigned job duties.

Pay and Benefits

Salary: USD 29,530 - 56,950 annually

Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionHsaFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym MembershipEmergency Fund

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 and ability to perform in-branch duties like transactions and cash drawer management.
•Ability to obtain NMLS registration within 90 days.

Experience:1+ years

Education:High School

Skills:CommunicationSalesRelationship buildingAttention to detailProblem-solving

Certifications:NMLS

Company Brief

UMB Financial

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

Website LinkedIn