Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 29,530 - 56,950 annuallyFunction: Banking, Lending & CreditEducation: bachelorsSkills: ["Communication","Problem-solving","Attention to detail","Customer relationship building","Coachability"]

Build customer relationships and recommend banking products and services by asking personalized questions and converting transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and growing referral networks. Meet daily performance metrics while learning and following branch processes such as cash drawer management and documentation. Thrive in a coaching-driven, sales-focused team environment.

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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 and recommend banking products and services by asking personalized questions and converting transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and growing referral networks. Meet daily performance metrics while learning and following branch processes such as cash drawer management and documentation. Thrive in a coaching-driven, sales-focused team environment.
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 including transactions, managing a cash drawer, and completing banking documentation to meet industry and legal standards.
  • •Perform other assigned job duties as needed.

Pay and Benefits

Salary: USD 29,530 - 56,950 annually
Perks:Paid Leave401kAnnual BonusPaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption AssistanceFlexible SpendingDependent Care

Key Requirements

  • •Have a HS Diploma or equivalent.
  • •Have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales (or relevant experience).
  • •Communicate effectively in a compelling manner and enjoy solving problems to create positive outcomes.
  • •Demonstrate attention to detail when completing documents and explaining features and benefits.
  • •Have reliable transportation and the ability to work branch hours, including weekends and some evenings, and obtain NMLS registration within 90 days.
Experience:RetailBanking
Education:Bachelor's
Skills:CommunicationProblem-solvingAttention to detailCustomer relationship buildingCoachability

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