Personal Banker: Relationship Builder & Financial Solutions

UMB Financial Corporation; Atchison (KS); On-site; USD 38,916 - 57,244; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health, dental, vision insurance

Other insurance coverage

Job summary

UMB Financial Corporation is seeking a Personal Banker who builds strong customer relationships and recommends banking products and services to support customers’ financial well-being. The role focuses on converting transactions into cross-sell opportunities and creating sales through lead calls, branch visits, and referral networks.

Responsibilities include asking targeted questions, meeting daily KPIs, handling transactions with accuracy, and maintaining compliance with industry standards.

Qualifications

• High school diploma or equivalent.
• At least one year of retail or customer-facing experience that involved product recommendations and sales.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.
• Ability to obtain NMLS registration within 90 days.
• Strong product knowledge, conversational skills, and ability to build upon customers’ needs.
• Attention to detail in completing documents or explaining features and benefits.
• Positive image, compelling communication style, and problem-solving mindset.

Responsibilities

• Ask personalized questions about customers’ financial needs to convert routine transactions and account maintenance 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.
• Perform processes such as transactions, cash drawer management, and bank documentation in accordance with industry and legal standards.
• Complete other job duties as assigned.

Skills

Sales

Customer service

Cross-selling

Financial products

Education

High school diploma

Job description

UMB Financial Corporation is seeking a Personal Banker who builds strong customer relationships and recommends banking products and services to support customers’ financial well-being. The role focuses on converting transactions into cross-sell opportunities and creating sales through lead calls, branch visits, and referral networks.

Responsibilities include asking targeted questions, meeting daily KPIs, handling transactions with accuracy, and maintaining compliance with industry standards.