Personal Banker I

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

Build customer relationships by asking personalized questions and converting routine banking needs into cross-sell conversations. Create sales opportunities through lead calling, workplace banking visits, and referral network development. Meet daily key performance metrics while completing transactions, managing a cash drawer, and handling documentation to meet legal and industry standards. Receive extensive training on products, services, and the sales process, with ongoing coaching in a sales-driven branch environment.

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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 customer relationships by asking personalized questions and converting routine banking needs into cross-sell conversations. Create sales opportunities through lead calling, workplace banking visits, and referral network development. Meet daily key performance metrics while completing transactions, managing a cash drawer, and handling documentation to meet legal and industry standards. Receive extensive training on products, services, and the sales process, with ongoing coaching in a sales-driven branch environment.
Location: United States
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Entry level

Key Responsibilities

  • •Ask personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships
  • •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 transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
  • •Perform other job duties as assigned

Pay and Benefits

Salary: USD 38,916 - 57,244
Perks:Paid Leave401kAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionFlexible SpendingDependent CareAdoption AssistanceGym MembershipWellness StipendEmergency FundBanking Benefits

Key Requirements

  • •HS Diploma or equivalent
  • •1 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
  • •Ability to communicate compellingly and demonstrate attention to detail when completing documents and explaining features/benefits
Experience:1+ yearsRetailCustomer-facing
Education:High School
Skills:Relationship buildingSalesCommunicationProblem-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