Personal Banker: Build Relationships & Financial Solutions

UMB Bank

Arnold (MO)

On-site

USD 39,000 - 57,000

Full time

9 days ago

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Benefits offered by this job

Paid Time Off
401(k) match
Annual incentive
Paid holidays
Medical coverage
Dental coverage
Vision coverage
Health savings
Flexible spending
Dependent care accounts
Adoption assistance
EAP
Fitness reimbursement
Tuition assistance
Wellbeing program
Emergency fund
Banking benefits

Job summary

UMB is hiring Personal Bankers to build customer relationships, recommend and sell financial products, and deliver solutions that support customers’ financial well‑being. You’ll receive comprehensive training on UMB’s products and sales process, and collaborate with leaders to grow your career in consumer banking.

The role emphasizes relationship banking with a focus on customer needs, working in an in-office environment with potential for career advancement and mentorship.

Qualifications

  • HS Diploma or equivalent required.
  • 1 year of experience in retail environment with customer engagement and product recommendations.
  • Ability to obtain NMLS registration within 90 days.

Responsibilities

  • Ask personalized questions to convert transactions into cross-sell opportunities.
  • Call leads, visit businesses, and develop referral networks for workplace banking.
  • Hit daily KPIs while balancing priorities.
  • Learn bank processes including transactions, cash handling, and documentation per standards.
  • Other duties as assigned.

Skills

Sales-driven
Customer relationships
Communication
Product knowledge
Problem solving

Education

HS Diploma or equivalent

Job description

UMB is hiring Personal Bankers to build customer relationships, recommend and sell financial products, and deliver solutions that support customers’ financial well‑being. You’ll receive comprehensive training on UMB’s products and sales process, and collaborate with leaders to grow your career in consumer banking.

The role emphasizes relationship banking with a focus on customer needs, working in an in-office environment with potential for career advancement and mentorship.

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