Personal Banker I

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

Build customer relationships and uncover needs by asking personalized questions, converting day-to-day transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing priorities, and follow industry and legal standards for transactions, cash drawer management, and documentation. Receive extensive training on products, sales process, and financial solutions.

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UMB Financial
UMB Financial
1 month ago

Personal Banker I

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

Source: Company careers pageValidated by: Fursa AI
Status: Live

Job Summary

Build customer relationships and uncover needs by asking personalized questions, converting day-to-day transactions and service requests into cross-sell conversations. Create sales opportunities by calling leads, visiting local businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing priorities, and follow industry and legal standards for transactions, cash drawer management, and documentation. Receive extensive training on products, sales process, and financial solutions.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Use product knowledge and conversations to identify customer needs and recommend financial solutions.
  • •Convert transactions and routine service requests into cross-sell opportunities to deepen client relationships.
  • •Create sales opportunities by calling leads and visiting businesses for workplace banking and referral development.
  • •Achieve daily key performance metrics while balancing competing priorities.
  • •Learn and perform core banking processes including transactions, cash drawer management, and required documentation according to standards.

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionGym 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 communication and attention to detail when completing documents and explaining features and benefits.
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:Relationship buildingSales mindsetCommunicationProblem-solvingAttention to detail
Certifications:NMLS

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