Personal Banker I

UMB Financial
United States
Workplace: OnsiteFull timeUSD 32,640 - 62,640Function: Banking, Lending & CreditExperience: 1+ yearsSkills: ["Relationship building","Sales coaching","Communication","Problem-solving","Attention to detail"]

Build customer relationships by asking personalized questions, converting routine requests into cross-sell conversations, and creating sales opportunities through calling leads and visiting local businesses. Meet daily key performance metrics while balancing priorities. Complete transaction and documentation processes according to industry and legal standards. Receive training on products, services, and the sales process, with support from branch leaders and coaching.

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FursaFursa
UMB Financial
UMB Financial
3 months ago

Personal Banker I

✓ Verified Job

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

Source: Company careers pageValidated by: Fursa AI
Status: Live
Reposted: similar role first listed 4 months ago

Job Summary

Build customer relationships by asking personalized questions, converting routine requests into cross-sell conversations, and creating sales opportunities through calling leads and visiting local businesses. Meet daily key performance metrics while balancing priorities. Complete transaction and documentation processes according to industry and legal standards. Receive training on products, services, and the sales process, with support from branch leaders and coaching.
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.
  • •Handle other assigned job duties and occasionally float between the Cottage Grove and Fitchburg branches.

Pay and Benefits

Salary: USD 32,640 - 62,640
Perks:Paid Leave401k MatchingAnnual IncentivePaid HolidaysHealth InsuranceDentalVisionGym MembershipAdoption Assistance

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).
  • •Ability to obtain NMLS registration within 90 days.
  • •Reliable transportation and ability to work branch hours, including weekends and some evenings.
  • •Ability to communicate compellingly, project a positive image, and solve problems while paying attention to detail.
Experience:1+ yearsRetail
Skills:Relationship buildingSales coachingCommunicationProblem-solvingAttention to detail
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