Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 22 - 23 hourlyFunction: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Relationship building","Problem solving","Attention to detail","Coaching receptiveness"]

Build strong customer relationships and convert everyday banking interactions into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing competing priorities. Complete transactions, manage a cash drawer, and handle documentation in line with industry and legal standards, supported by extensive training on products and the sales process.

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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 strong customer relationships and convert everyday banking interactions into cross-sell conversations. Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks. Meet daily performance metrics while balancing competing priorities. Complete transactions, manage a cash drawer, and handle documentation in line with industry and legal standards, supported by extensive training on products and the sales process.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to turn account maintenance and routine requests into cross-sell conversations.
  • •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 perform banking processes including transactions, managing a cash drawer, and completing documentation to standards.
  • •Handle other job duties as assigned.

Pay and Benefits

Salary: USD 22 - 23 hourly
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym MembershipEmployee AssistanceDependent CareAdoption Assistance

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).
  • •Demonstrate strong communication and conversation skills to build on customer needs and explain features and benefits.
  • •Demonstrate attention to detail when completing documents and handling banking tasks.
  • •Obtain NMLS registration within 90 days and have reliable transportation to work branch hours, including weekends and some evenings.
Experience:RetailCustomer-facingBanking
Education:High School
Skills:CommunicationRelationship buildingProblem solvingAttention to detailCoaching receptiveness
Licenses: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