Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 20 - 21 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales-driven mindset","Communication","Problem-solving","Attention to detail"]

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 banking visits, and referral networks. Meet daily key performance metrics while learning core banking processes such as cash drawer management and accurate documentation. Thrive in a sales-driven branch environment supported by coaching, training, and mentorship.

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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 strong customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling, workplace banking visits, and referral networks. Meet daily key performance metrics while learning core banking processes such as cash drawer management and accurate documentation. Thrive in a sales-driven branch environment supported by coaching, training, and mentorship.
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 for workplace banking, and developing referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and follow processes for transactions, managing a cash drawer, and completing bank documentation to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Paid Leave401kHealth InsuranceDentalVisionAdoption AssistanceGym Membership

Key Requirements

  • •HS Diploma or equivalent.
  • •One year of experience in a retail environment engaging with customers and recommending products 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:RetailCustomer-facing
Education:High School
Skills:Customer relationship buildingSales-driven mindsetCommunicationProblem-solvingAttention to detail
Certifications: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