Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 47,564Function: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Sales","Customer relationship building","Communication","Problem-solving","Attention to detail"]

Build customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling and workplace visits. Hit daily key performance metrics while managing tasks like cash drawer operations and bank documentation according to legal and industry standards. Work in a sales-driven team with coaching and extensive training on products, services, and the sales process.

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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 by asking personalized questions, converting transactions and service requests into cross-sell conversations, and creating sales opportunities through lead calling and workplace visits. Hit daily key performance metrics while managing tasks like cash drawer operations and bank documentation according to legal and industry standards. Work in a sales-driven team with coaching and extensive training on products, services, and the sales process.
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 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 tasks such as transactions, managing a cash drawer, and completing bank documentation according to industry and legal standards.
  • •Perform other assigned job duties.

Pay and Benefits

Salary: USD 38,916 - 47,564
Perks:Paid LeavePaid Holidays401kHealth InsuranceDentalVisionGym MembershipAdoption Assistance

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.
  • •Thrive in a high-energy, sales-driven team and use daily coaching and feedback to improve sales outcomes.
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:SalesCustomer relationship buildingCommunicationProblem-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
WebsiteLinkedIn