Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244 annuallyFunction: Banking, Lending & CreditEducation: associatesSkills: ["Customer relationship building","Sales skills","Communication","Problem-solving","Attention to detail"]

Build strong customer relationships by asking personalized questions, converting day-to-day banking needs into cross-sell conversations, and generating sales opportunities through lead outreach, workplace visits, and referral networks. Meet daily performance metrics while learning banking processes like transactions and cash drawer management. Complete documentation to industry and legal standards, supported by training on products, the sales process, and mentorship from branch leaders.

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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 strong customer relationships by asking personalized questions, converting day-to-day banking needs into cross-sell conversations, and generating sales opportunities through lead outreach, workplace visits, and referral networks. Meet daily performance metrics while learning banking processes like transactions and cash drawer management. Complete documentation to industry and legal standards, supported by training on products, the sales process, and mentorship from branch leaders.
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, account maintenance, 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 perform banking processes including transactions, managing a cash drawer, and completing required documentation to standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244 annually
Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetGym MembershipAdoption Assistance

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
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings
  • •Obtain NMLS registration within 90 days
  • •Communicate compellingly, project a positive image, and use product knowledge to solve problems
Education:Associate's
Skills:Customer relationship buildingSales skillsCommunicationProblem-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