Personal Banker I: Customer-Focused Financial Advisor

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

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Annual incentive pay

Tuition reimbursement

Associate wellbeing program

Job summary

UMB Financial Corporation is seeking a Personal Banker I in Arnold, MO to build strong client relationships and drive cross-sell opportunities through personalized questions, proactive outreach, and workplace banking initiatives. You will learn the full sales and service process, manage cash drawer and documentation, and work with leaders to achieve performance metrics.

The role emphasizes customer-centric, high-energy teamwork, with responsibilities including weekend/evening hours and potential

Qualifications

• HS Diploma or equivalent.
• At least 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Willingness to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsibilities

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships.
• Call leads, visit businesses to offer workplace banking, and develop referral networks to create sales opportunities.
• Achieve daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation in compliance with standards.
• Other duties as assigned.

Skills

Sales ability

Customer service

Communication

Financial products knowledge

Teamwork

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker I in Arnold, MO to build strong client relationships and drive cross-sell opportunities through personalized questions, proactive outreach, and workplace banking initiatives. You will learn the full sales and service process, manage cash drawer and documentation, and work with leaders to achieve performance metrics.

The role emphasizes customer-centric, high-energy teamwork, with responsibilities including weekend/evening hours and potential