UMB Financial

2 weeks ago

Personal Banker I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Build customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead outreach and workplace banking visits. Meet daily performance metrics while balancing competing priorities. Follow industry and legal standards for transactions, cash drawer management, and bank documentation. Receive training on products and the sales process, working closely with branch leaders and mentors.

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 transaction processes, manage a cash drawer, and complete bank documentation according to industry and legal standards.
•Perform other duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 47,564

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym 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).
•Ability to obtain NMLS registration within 90 days.
•Reliable transportation and ability to work branch hours, including weekends and some evenings.
•Thrives in a sales-driven team and uses daily coaching and feedback to improve sales outcomes.

Experience:RetailConsumer banking

Skills:Relationship buildingSales skillsCommunicationProblem-solvingAttention to detail

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

Website LinkedIn

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UMB Financial

2 weeks ago

Personal Banker I

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

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 transaction processes, manage a cash drawer, and complete bank documentation according to industry and legal standards.
•Perform other duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 47,564

Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym 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).
•Ability to obtain NMLS registration within 90 days.
•Reliable transportation and ability to work branch hours, including weekends and some evenings.
•Thrives in a sales-driven team and uses daily coaching and feedback to improve sales outcomes.

Experience:RetailConsumer banking

Skills:Relationship buildingSales skillsCommunicationProblem-solvingAttention to detail

Certifications:NMLS registration

Company Brief

UMB Financial

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

Website LinkedIn