Personal Banker I- $1000 Sign on Bonus

UMB Financial
United States
Workplace: OnsiteFull time38,916 - 57,244Function: Banking, Lending & CreditEducation: high_schoolSkills: ["Communication","Relationship building","Sales","Problem-solving","Attention to detail"]

Build customer relationships while recommending and selling banking products and services. Ask personalized questions to convert transactions and service requests into cross-sell conversations, and create sales opportunities by calling leads and visiting local businesses to develop referral networks. Meet daily performance metrics, handle day-to-day banking tasks like cash drawer management and documentation, and complete required training. Works closely with leaders and coaching to improve sales outcomes.

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UMB Financial
UMB Financial
1 month ago

Personal Banker I- $1000 Sign on Bonus

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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 while recommending and selling banking products and services. Ask personalized questions to convert transactions and service requests into cross-sell conversations, and create sales opportunities by calling leads and visiting local businesses to develop referral networks. Meet daily performance metrics, handle day-to-day banking tasks like cash drawer management and documentation, and complete required training. Works closely with leaders and coaching to improve sales outcomes.
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 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 managing competing priorities.
  • •Complete banking tasks such as transactions, cash drawer management, and accurate bank documentation to industry and legal standards.
  • •Perform other duties as assigned.

Pay and Benefits

Salary: 38,916 - 57,244
Perks:Paid Leave401kPaid HolidaysHealth InsuranceDentalVisionEmployee AssistanceWellness StipendGym Membership

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 communicate compellingly and build on customers’ needs using conversation skills.
  • •Attention to detail when completing documents and explaining features/benefits.
  • •Ability to obtain NMLS registration within 90 days and work branch hours, including weekends and some evenings.
Experience:Retail
Education:High School
Skills:CommunicationRelationship buildingSalesProblem-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