Personal Banker I

UMB Bank, N.A.; United States; Vor Ort; USD 39.000 - 57.000; Vollzeit

Benefits dieser Stelle

401(k) matching

Paid Time Off

Medical insurance

Dental insurance

Vision insurance

Health Savings Account

Tuition reimbursement

Zusammenfassung

UMB Bank, N.A. is seeking a personable Personal Banker to build client relationships and identify financial needs. You will leverage product knowledge to offer and cross-sell solutions while delivering a high-touch, compliant banking experience.

In this role, you’ll handle daily transactions, engage customers in workplace banking conversations, and participate in training to stay current on services. Weekend hours and NMLS registration readiness are expected as part of growth within Consumer

Qualifikationen

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

Aufgaben

• Ask personalized questions to convert transactions, account maintenance and service requests into cross-sell conversations.
• Call leads, visit businesses to offer workplace banking, and develop referral networks.
• Hit daily key performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer management and bank documentation per standards.
• Perform other duties as assigned.

Kenntnisse

Customer relationships

Sales

Product knowledge

Communication

Ausbildung

HS Diploma or equivalent

Jobbeschreibung

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience.

Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.

How you will spend your time:

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving your daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

We’re excited to talk to you if:

• You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
• You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
• You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
• You demonstrate attention to detail whether completing documents or explaining features and benefits
• You have aHS Diploma or equivalent
• You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
• You have reliable transportation and ability to work branch hours, including weekends and some evenings
• You have the ability to obtain NMLS registration within 90 days

This position was posted on 10/05/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.

Compensation Range:
$38,916 - $57,244

The posted compensation range on this listing represents UMB’s good faith and reasonable estimate based on its budget and what it expects to be the starting pay for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors. Please see the description of benefits included with this job posting for additional information.

UMB offers competitive and varied benefits to eligible associates , such as Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage; health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits. Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?
You're more than a means to an end—a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community. Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about. Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law. If you need accommodation for any part of the employment process because of a disability, please send an e-mail to [e-mail] to let us know the nature of your request.

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