Personal Banker I: Relationship Builder & Solutions

UMB Financial Corporation; Overland Park (KS); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

401(k) matching program

Annual incentive pay

Health insurance

Paid time off

Tuition reimbursement

Wellbeing program

Job summary

UMB Financial Corporation in Overland Park, KS is seeking a Personal Banker to build relationships, understand customer needs, and provide financial solutions. You will help customers with products and services while exemplifying exceptional service in a high-energy, sales-driven environment.

You will receive extensive training on UMB's offerings and work closely with leaders for mentorship. The role requires daily engagement in cross-sell activities, workplace banking development, and

Qualifications

• HS diploma or equivalent.
• At least 1 year of experience in a retail environment providing product recommendations.
• Ability to obtain NMLS registration within 90 days.
• Strong communication and customer service skills.
• Willing to work branch hours including weekends and some evenings.

Responsibilities

• Convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses.
• Achieve daily performance metrics while balancing priorities.
• Learn and perform bank processes and documentation per standards.
• Other duties as assigned.

Skills

Sales experience

Customer engagement

Financial products knowledge

Communication skills

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation in Overland Park, KS is seeking a Personal Banker to build relationships, understand customer needs, and provide financial solutions. You will help customers with products and services while exemplifying exceptional service in a high-energy, sales-driven environment.

You will receive extensive training on UMB's offerings and work closely with leaders for mentorship. The role requires daily engagement in cross-sell activities, workplace banking development, and