Personal Banker I

UMB Financial
Denver
Workplace: OnsiteFull timeUSD 21 - 22 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationships","Salesmanship","Communication","Problem-solving","Attention to detail"]

Build customer relationships and drive sales through consultative conversations that turn transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and growing referral networks. Meet daily key performance metrics while learning core branch operations such as cash drawer management and accurate documentation aligned with legal and industry standards. Join a high-energy, sales-driven team focused on exceptional customer experience.

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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 sales through consultative conversations that turn transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting businesses for workplace banking, and growing referral networks. Meet daily key performance metrics while learning core branch operations such as cash drawer management and accurate documentation aligned with legal and industry standards. Join a high-energy, sales-driven team focused on exceptional customer experience.
Location: Denver
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 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 branch processes including transactions, cash drawer management, and completing bank documentation according to industry and legal standards.
  • •Handle other duties as assigned.

Pay and Benefits

Salary: USD 21 - 22 hourly
Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionFlexible SpendingGym 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.
  • •NMLS registration within 90 days.
  • •Ability to communicate effectively and demonstrate attention to detail when completing documents and explaining features.
Experience:RetailConsumer banking
Education:High School
Skills:Customer relationshipsSalesmanshipCommunicationProblem-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