Personal Banker: Build Relationships & Sell Solutions

UMB Financial Corporation; Pampa (TX); On-site; USD 39,000 - 57,000; Full time

Job summary

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, recommend and sell products, and help clients achieve financial well‑being. The role emphasizes consulting customers, expanding referrals, and upholding banking standards.

The position requires a HS Diploma or equivalent and at least one year of retail customer experience, with the ability to obtain NMLS within 90 days and to work branch hours, including weekends and some evenings.

Qualifications

• HS Diploma or equivalent.
• 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.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing priorities.
• Learning processes like transactions, cash drawer management, and bank documentation per standards.
• Other job duties as assigned.

Skills

Sales skills

Customer service

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, recommend and sell products, and help clients achieve financial well‑being. The role emphasizes consulting customers, expanding referrals, and upholding banking standards.

The position requires a HS Diploma or equivalent and at least one year of retail customer experience, with the ability to obtain NMLS within 90 days and to work branch hours, including weekends and some evenings.