UMB Financial

2 weeks ago

Personal Banker II- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Build trusted customer relationships by asking personalized questions, identifying financial needs, and recommending products and services. Manage a loan pipeline focused on prospecting and cross-selling home equity loans/lines of credit, unsecured personal loans, auto loans, and mortgage referrals to drive strong closing conversions. Perform core branch banking activities (transactions, cash drawer, documentation) and meet key performance metrics through sales coaching while providing an exceptional customer experience.

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Convert customer interactions into opportunities by asking personalized questions and linking customers to solutions.
•Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling consumer lending products.
•Source consumer lending opportunities using networking, customer conversations, business development, and proactive outreach.
•Perform branch banking processes including transactions, cash drawer management, and completing bank documentation per standards.
•Meet daily key performance metrics while balancing priorities to deliver an exceptional customer experience.

Pay and Benefits

Salary: USD 44,685 - 54,615 annually

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetEmployee Assistance

Key Requirements

•HS Diploma (or equivalent).
•Two years of retail banking sales experience (or other 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 learn products, services, and procedures quickly and accurately.

Experience:Retail banking sales

Education:High School

Skills:Customer relationship buildingCommunicationProblem-solvingAttention to detailMentoring/coaching

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

Website LinkedIn

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UMB Financial

2 weeks ago

Personal Banker II- $1000 Sign on Bonus

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI

Last checked: 5 hours agoStatus: Live

Job Summary

Location: United States

Workplace: Onsite

Employment Type: Full time

Job Function: Banking, Lending & Credit

Seniority: Mid level

Key Responsibilities

•Convert customer interactions into opportunities by asking personalized questions and linking customers to solutions.
•Create and manage a loan pipeline with strong closing conversions through prospecting and cross-selling consumer lending products.
•Source consumer lending opportunities using networking, customer conversations, business development, and proactive outreach.
•Perform branch banking processes including transactions, cash drawer management, and completing bank documentation per standards.
•Meet daily key performance metrics while balancing priorities to deliver an exceptional customer experience.

Pay and Benefits

Salary: USD 44,685 - 54,615 annually

Perks:Paid Leave401kAnnual BonusHealth InsuranceDentalVisionLearning BudgetEmployee Assistance

Key Requirements

•HS Diploma (or equivalent).
•Two years of retail banking sales experience (or other 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 learn products, services, and procedures quickly and accurately.

Experience:Retail banking sales

Education:High School

Skills:Customer relationship buildingCommunicationProblem-solvingAttention to detailMentoring/coaching

Certifications:NMLS registration

Company Brief

UMB Financial

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

Website LinkedIn