Personal Banker I- $1000 Sign on Bonus

UMB Financial
United States
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Customer relationship building","Sales coaching responsiveness","Communication","Problem-solving","Attention to detail"]

Build and deepen customer relationships by converting transactions and service needs into cross-sell conversations and product recommendations. Create sales opportunities through calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning branch operations such as cash drawer management and required documentation, in a sales-driven, coached environment.

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UMB Financial
UMB Financial
2 months 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 and deepen customer relationships by converting transactions and service needs into cross-sell conversations and product recommendations. Create sales opportunities through calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning branch operations such as cash drawer management and required documentation, in a sales-driven, coached environment.
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 follow branch processes including transactions, cash drawer management, and required documentation in line with industry and legal standards.
  • •Perform other assigned duties.

Pay and Benefits

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionFlex SpendingDependent CareAdoption AssistanceEmployee AssistanceGym Membership

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.
  • •Ability to obtain NMLS registration within 90 days.
  • •Ability to complete documents accurately and explain features and benefits with attention to detail.
Experience:1+ yearsRetail
Education:High School
Skills:Customer relationship buildingSales coaching responsivenessCommunicationProblem-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