UMB Financial

1 week ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 hours agoStatus: Live

Job Summary

Build customer relationships and identify needs through personalized conversations that convert routine transactions and service requests into cross-sell opportunities. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily performance metrics while following industry and legal standards for transactions, cash drawer handling, and banking documentation.

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 building referral networks.
•Achieve daily key performance metrics while balancing competing priorities.
•Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
•Perform other job duties as assigned.

Pay and Benefits

Salary: USD 29,530 - 52,040

Perks:Paid Leave401kHealth InsuranceDentalVisionAnnual IncentivePaid HolidaysGym 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.
•Ability to obtain NMLS registration within 90 days.
•Strong product knowledge and conversation skills, with attention to detail when completing documents or explaining features/benefits.

Experience:1+ yearsRetailCustomer-facing

Education:High School

Skills:CommunicationProblem-solvingSalesAttention to detailCustomer relationship building

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

Website LinkedIn

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UMB Financial

1 week ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 6 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 building referral networks.
•Achieve daily key performance metrics while balancing competing priorities.
•Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards.
•Perform other job duties as assigned.

Pay and Benefits

Salary: USD 29,530 - 52,040

Perks:Paid Leave401kHealth InsuranceDentalVisionAnnual IncentivePaid HolidaysGym 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.
•Ability to obtain NMLS registration within 90 days.
•Strong product knowledge and conversation skills, with attention to detail when completing documents or explaining features/benefits.

Experience:1+ yearsRetailCustomer-facing

Education:High School

Skills:CommunicationProblem-solvingSalesAttention to detailCustomer relationship building

Licenses: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