Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,916 - 57,244Function: Banking, Lending & CreditExperience: 1+ yearsEducation: high_schoolSkills: ["Communication","Customer relationship building","Sales","Problem-solving","Attention to detail"]

Build strong customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and recommending banking products that match customer needs. Prospect through lead calling, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning core banking processes like cash drawer management, documentation, and compliance standards. Receive extensive training on products and sales processes.

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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 strong customer relationships by asking personalized questions, converting transactions and service requests into cross-sell conversations, and recommending banking products that match customer needs. Prospect through lead calling, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning core banking processes like cash drawer management, documentation, and compliance standards. Receive extensive training on products and sales processes.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use personalized questions to convert transactions, account maintenance, 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 transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
  • •Perform other assigned duties

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kPaid HolidaysHealth 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
  • •Comfort thriving in a high-energy, sales-driven team using coaching and feedback to improve sales outcomes
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:CommunicationCustomer relationship buildingSalesProblem-solvingAttention to detail
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