Personal Banker I: Relationship Builder & Financial Solutions

UMB Bank, N.A.; Kansas City (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k)

Paid time off

Health insurance

Tuition reimbursement

Employee assistance program

Job summary

UMB Bank, N.A. is seeking a Personal Banker to build trusted relationships with customers, recommend and sell financial products, and help clients achieve financial wellbeing.

In this role you will learn UMB products, work with leaders, and drive the sales process with high energy in a service-driven environment. Expect training, mentorship, and opportunities to grow within consumer banking.

Qualifications

• HS Diploma or equivalent completed.
• At least 1 year in retail engaging with customers to make product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations.
• Call leads, visit businesses to offer workplace banking, and develop referral networks.
• Achieve daily performance metrics while balancing priorities.
• Learn transaction processes, cash handling, and bank documentation per standards.
• Other duties as assigned.

Skills

Sales & cross-sell

Customer service

Product knowledge

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank, N.A. is seeking a Personal Banker to build trusted relationships with customers, recommend and sell financial products, and help clients achieve financial wellbeing.

In this role you will learn UMB products, work with leaders, and drive the sales process with high energy in a service-driven environment. Expect training, mentorship, and opportunities to grow within consumer banking.