Personal Banker I

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

Build customer relationships and recommend financial products as a Personal Banker. Convert everyday transactions and service requests into cross-sell conversations, create sales opportunities by calling leads and visiting businesses, and develop referral networks. Meet daily performance metrics while learning core banking processes like transactions, cash drawer management, and documentation in line with industry and legal standards.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
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 recommend financial products as a Personal Banker. Convert everyday transactions and service requests into cross-sell conversations, create sales opportunities by calling leads and visiting businesses, and develop referral networks. Meet daily performance metrics while learning core banking processes like transactions, cash drawer management, and documentation in line with industry and legal standards.
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 routine 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 core banking processes including transactions, cash drawer management, and completing bank documentation to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Health InsuranceDentalVision401kPaid Leave

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.
  • •Ability to work branch hours, including weekends and some evenings.
  • •Reliable transportation.
  • •Ability to obtain NMLS registration within 90 days.
Education:High School
Skills:CommunicationCustomer relationship buildingProblem-solvingAttention to detailCoaching receptiveness
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