Personal Banker I

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

Build lasting customer relationships by asking personalized questions and converting day-to-day transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while balancing priorities. Complete transaction and documentation processes (including cash drawer handling) to required legal and industry standards, with extensive training and mentorship.

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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 lasting customer relationships by asking personalized questions and converting day-to-day transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily key performance metrics while balancing priorities. Complete transaction and documentation processes (including cash drawer handling) to required legal and industry standards, with extensive training and mentorship.
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.
  • •Perform core banking processes such as transactions, managing a cash drawer, and completing bank documentation according to industry and legal standards.
  • •Complete other job duties as assigned.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionFlexible SpendingGym MembershipEmployee AssistanceAdoption Assistance

Key Requirements

  • •High school 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.
  • •Ability to complete documents and explain features and benefits with attention to detail.
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:CommunicationRelationship buildingSales mindsetProblem-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