Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Relationship building","Sales","Communication","Problem-solving","Attention to detail"]

Build customer relationships and identify needs through personalized conversations that convert transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks while meeting daily performance metrics. Train on UMB products, services, and the sales process, and follow industry and legal standards for transactions, cash drawer management, and documentation.

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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 and identify needs through personalized conversations that convert transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks while meeting daily performance metrics. Train on UMB products, services, and the sales process, and follow industry and legal standards for transactions, cash drawer management, and documentation.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to turn transactions, account maintenance, and 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.
  • •Handle transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionAdoption AssistanceLearning BudgetGym Membership

Key Requirements

  • •HS Diploma or equivalent.
  • •About 1 year of experience in a retail environment working with customers and making product recommendations that lead to sales.
  • •Comfort working in a high-energy, sales-driven team and using daily coaching and feedback to improve sales outcomes.
  • •Strong communication skills with the ability to solve problems and create positive customer outcomes.
  • •Attention to detail when completing documents or explaining features and benefits, plus the ability to obtain NMLS registration within 90 days.
Experience:Retail
Education:High School
Skills:Relationship buildingSalesCommunicationProblem-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