Learning Branch Personal Banker (Mentor/Trainer)

UMB Financial
United States
Workplace: OnsiteFull timeUSD 38,910 - 68,600 annuallyFunction: Education & TrainingEducation: high_schoolSkills: ["Mentoring","Training","Relationship building","Customer service","Collaboration"]

Serve as a Personal Banker in a Learning Branch while primarily focusing on on-site training, mentoring, and modeling for new retail banking associates. You’ll build and expand customer relationships through outbound calling, support standard branch transactions (including deposits, check cashing, and account maintenance), and collaborate with internal partners such as small business, mortgage, and private wealth teams to help customers achieve financial goals.

Loading

Loading job details...

Preparing the role view and application actions.

FursaFursa
UMB Financial
UMB Financial
2 months ago

Learning Branch Personal Banker (Mentor/Trainer)

✓ Verified Job

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

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

Job Summary

Serve as a Personal Banker in a Learning Branch while primarily focusing on on-site training, mentoring, and modeling for new retail banking associates. You’ll build and expand customer relationships through outbound calling, support standard branch transactions (including deposits, check cashing, and account maintenance), and collaborate with internal partners such as small business, mortgage, and private wealth teams to help customers achieve financial goals.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Education & Training
Seniority: Mid level

Key Responsibilities

  • •Mentor and train new retail banking associates
  • •Provide on-site training, mentoring, modeling, and support within the Learning Branch
  • •Create and expand customer relationships through outbound calling
  • •Process customer account maintenance and standard branch transactions (e.g., address changes, check cashing, deposits)
  • •Collaborate with internal partners such as small business officers, mortgage officers, and private wealth managers

Pay and Benefits

Salary: USD 38,910 - 68,600 annually
Perks:Paid Leave401kHealth InsuranceDentalVisionGym MembershipPaid Holidays

Key Requirements

  • •HS diploma or equivalent
  • •Two years of retail banking experience, or one year retail banking plus one year training/mentor experience
  • •Ability to obtain a NMLS registration within 90 days
  • •Experience mentoring/training retail banking associates
  • •Ability to perform standard branch transactions including customer account maintenance
Experience:Retail banking
Education:High School
Skills:MentoringTrainingRelationship buildingCustomer serviceCollaboration
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