Personal Banker: Build Relationships & Drive Solutions

UMB Financial Corporation; Illinois; Hybrid; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Medical, dental, vision

Paid Time Off

Employee wellness programs

Job summary

UMB Financial Corporation is seeking a Personal Banker I to build customer relationships, recommend and sell banking products, and deliver solutions that support customers’ financial well-being. The role involves in-office work in Galena, IL, with training on products, processes, and compliance.

You will work to meet daily sales metrics while providing excellent service and ensuring accurate documentation. Requirements include a HS diploma and at least one year of retail customer experience,

Qualifications

• One 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.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing competing priorities.
• Learning processes like transactions, cash drawer management and bank documentation in line with industry standards.

Skills

Sales

Customer service

Communication

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker I to build customer relationships, recommend and sell banking products, and deliver solutions that support customers’ financial well-being. The role involves in-office work in Galena, IL, with training on products, processes, and compliance.

You will work to meet daily sales metrics while providing excellent service and ensuring accurate documentation. Requirements include a HS diploma and at least one year of retail customer experience,