Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 20 - 21 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Customer relationship building","Sales","Coaching and feedback","Problem-solving","Attention to detail"]

Build customer relationships and recommend financial products and services that meet clients’ needs. Convert routine transactions and service requests into cross-sell conversations, and create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning core banking processes like transactions, managing a cash drawer, and completing documentation according to legal and industry standards.

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UMB Financial
UMB Financial
3 months ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build customer relationships and recommend financial products and services that meet clients’ needs. Convert routine transactions and service requests into cross-sell conversations, and create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while learning core banking processes like transactions, managing a cash drawer, and completing documentation according to legal and industry standards.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid 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 building referral networks.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform core banking tasks including transactions, cash drawer management, and completing bank documentation per industry and legal standards.
  • •Perform other job duties as assigned.

Pay and Benefits

Salary: USD 20 - 21 hourly
Perks:Paid Leave401kHealth InsuranceDentalVisionPaid HolidaysGym MembershipEmployee Assistance

Key Requirements

  • •HS Diploma or equivalent.
  • •1 year of experience in a retail environment engaging with customers and recommending products 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.
  • •Attention to detail when completing documents and explaining features and benefits.
Education:High School
Skills:Customer relationship buildingSalesCoaching and feedbackProblem-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