Personal Banker I

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

Build customer relationships in a branch setting by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling, workplace visits, and referral networks. Meet daily performance metrics while learning UMB products and sales processes, handling cash drawer and documentation tasks to industry and legal standards, and improving outcomes with coaching and feedback.

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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 customer relationships in a branch setting by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling, workplace visits, and referral networks. Meet daily performance metrics while learning UMB products and sales processes, handling cash drawer and documentation tasks to industry and legal standards, and improving outcomes with coaching and feedback.
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 follow processes for transactions, managing a cash drawer, and completing bank documentation per industry and legal standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244 annually
Perks:Paid Holidays401kHealth InsuranceDentalVisionAdoption AssistanceEmployee AssistanceGym MembershipEmergency FundDependent Care

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.
  • •Strong customer conversation and product knowledge skills to recommend financial solutions.
  • •Ability to obtain NMLS registration within 90 days.
Experience:Retail
Education:High School
Skills:CommunicationProblem-solvingAttention to detailCoaching mindsetCustomer-focused
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
WebsiteLinkedIn