Personal Banker I: Relationship & Financial Solutions

umb; Springfield (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Health insurance

Job summary

UMB is seeking Personal Bankers who build strong customer relationships and offer financial solutions. You will use product knowledge to identify needs and guide customers toward appropriate banking options, while supporting the branch’s sales and service goals.

As a Personal Banker, you’ll receive extensive training on UMB’s products, sales process, and financial solutions, plus mentorship from leaders. Position involves branch hours, including weekends and some evenings, with a focus on

Qualifications

• HS Diploma or equivalent required.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.

Responsibilities

• Convert transactions, account maintenance and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, managing a cash drawer and completing bank documentation per industry and legal standards.
• Perform other duties as assigned.

Skills

Customer service

Sales

Communication

Attention to detail

Time management

Education

HS Diploma or equivalent

Job description

UMB is seeking Personal Bankers who build strong customer relationships and offer financial solutions. You will use product knowledge to identify needs and guide customers toward appropriate banking options, while supporting the branch’s sales and service goals.

As a Personal Banker, you’ll receive extensive training on UMB’s products, sales process, and financial solutions, plus mentorship from leaders. Position involves branch hours, including weekends and some evenings, with a focus on