Personal Banker I- $1000 Sign on Bonus

UMB Financial
United States
Workplace: OnsiteFull timeUSD 29,530 - 52,040 annuallyFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Attention to detail","Problem-solving","Sales mindset"]

Build customer relationships and convert everyday banking interactions into cross-sell conversations. Create sales opportunities by following leads, visiting local businesses for workplace banking, and developing referral networks to deepen client relationships. Meet daily key performance metrics while completing transactions, managing a cash drawer, and handling documentation according to legal and industry standards. Receive training on products and the sales process and work closely with leaders to improve your outcomes.

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UMB Financial
UMB Financial
1 month 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
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build customer relationships and convert everyday banking interactions into cross-sell conversations. Create sales opportunities by following leads, visiting local businesses for workplace banking, and developing referral networks to deepen client relationships. Meet daily key performance metrics while completing transactions, managing a cash drawer, and handling documentation according to legal and industry standards. Receive training on products and the sales process and work closely with leaders to improve your outcomes.
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 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 banking processes including transactions, managing a cash drawer, and completing documentation to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 29,530 - 52,040 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionPaid HolidaysGym MembershipAdoption AssistanceEmployee AssistanceDependent CareRelocation

Key Requirements

  • •HS Diploma or equivalent.
  • •One year of experience in a retail environment working with customers and making product recommendations that lead to sales (or relevant experience).
  • •Ability to obtain NMLS registration within 90 days.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Communicate effectively, present positively, and pay close attention to detail when completing documents or explaining features and benefits.
Experience:1+ years
Education:High School
Skills:CommunicationAttention to detailProblem-solvingSales mindset
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