Personal Banker: Relationship Banking & Financial Solutions

UMB Bank; Phoenix (AZ); On-site; USD 39,000 - 57,000; Full time

Job summary

UMB Bank is seeking a Personal Banker in Phoenix to build strong customer relationships, recommend and sell products, and deliver financial solutions that support customers' wellbeing.

You will receive extensive training, work with leaders, and develop your career in consumer banking while meeting daily sales metrics and regulatory standards.

This role emphasizes personalized questions, workplace banking outreach, and a customer-first approach in a high-energy team.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Develop referral networks by calling leads and visiting businesses to offer workplace banking.
• Achieve daily key performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation.

Skills

Sales skills

Customer service

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker in Phoenix to build strong customer relationships, recommend and sell products, and deliver financial solutions that support customers' wellbeing.

You will receive extensive training, work with leaders, and develop your career in consumer banking while meeting daily sales metrics and regulatory standards.

This role emphasizes personalized questions, workplace banking outreach, and a customer-first approach in a high-energy team.