Personal Banker I

UMB Financial
Boulder
Workplace: OnsiteFull timeUSD 22 - 23 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales execution","Coaching receptiveness","Communication","Attention to detail"]

Build customer relationships and drive cross-sell opportunities by asking personalized questions, converting transactions and service requests into meaningful conversations, and creating sales opportunities through lead calls and workplace banking visits. Meet daily performance metrics while learning core banking operations such as transactions, cash drawer management, and compliant documentation. Receive extensive product and sales training and work closely with leaders and mentors.

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UMB Financial
UMB Financial
2 months ago

Personal Banker I

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

Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Build customer relationships and drive cross-sell opportunities by asking personalized questions, converting transactions and service requests into meaningful conversations, and creating sales opportunities through lead calls and workplace banking visits. Meet daily performance metrics while learning core banking operations such as transactions, cash drawer management, and compliant documentation. Receive extensive product and sales training and work closely with leaders and mentors.
Location: Boulder
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 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.
  • •Learn and perform core banking processes including transactions, managing a cash drawer, and completing required documentation according to legal and industry standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 22 - 23 hourly
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

Key Requirements

  • •HS Diploma (or equivalent).
  • •One 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.
  • •Demonstrated communication skills, attention to detail, and confidence building upon customer needs to create positive outcomes.
Experience:RetailConsumer bankingFinancial services
Education:High School
Skills:Customer relationship buildingSales executionCoaching receptivenessCommunicationAttention 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