Personal Banker: Build Relationships & Solutions

UMB BANK NA; Fresno (CA); On-site; USD 28,000 - 41,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance

Job summary

UMB Financial Corporation is seeking Personal Bankers in Fresno, CA to build relationships and offer financial solutions. You will convert transactions into cross-sell opportunities, call leads, visit businesses, and develop referral networks while meeting daily performance metrics.

The role requires a HS Diploma or equivalent and about one year of retail customer service experience; you must be able to obtain NMLS registration within 90 days and work branch hours including weekends and some

Qualifications

• HS Diploma or equivalent.
• One year of retail customer service experience.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• High-energy, sales-driven team orientation.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses.
• Achieve daily KPIs while balancing priorities.
• Learn branch processes and complete bank documentation per standards.
• Perform other assigned duties.

Skills

Customer service

Sales

Communication

Retail banking

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking Personal Bankers in Fresno, CA to build relationships and offer financial solutions. You will convert transactions into cross-sell opportunities, call leads, visit businesses, and develop referral networks while meeting daily performance metrics.

The role requires a HS Diploma or equivalent and about one year of retail customer service experience; you must be able to obtain NMLS registration within 90 days and work branch hours including weekends and some