Personal Banker I: Relationship & Sales Growth

UMB Bank; O’Fallon (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, vision insurance

Health savings account

Tuition reimbursement

Job summary

UMB Bank in Missouri is seeking a Personal Banker to build lasting customer relationships, recommend and sell banking products, and help clients secure their financial well-being. You will apply product knowledge in every interaction and tailor solutions to individual needs, while following regulatory standards.

This role offers extensive training on UMB's services, mentorship from leaders, and a chance to grow within Consumer Banking.

Qualifications

• HS Diploma or equivalent.
• 1 year retail experience with customer engagement and product recommendations.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses, and developing referral networks.
• Achieve daily performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation.
• Other duties as assigned.

Skills

Sales ability

Customer service

Communication skills

Problem solving

Education

HS Diploma or equivalent

Job description

UMB Bank in Missouri is seeking a Personal Banker to build lasting customer relationships, recommend and sell banking products, and help clients secure their financial well-being. You will apply product knowledge in every interaction and tailor solutions to individual needs, while following regulatory standards.

This role offers extensive training on UMB's services, mentorship from leaders, and a chance to grow within Consumer Banking.