Personal Banker: Relationship & Financial Solutions Pro

UMB Bank; Leawood (KS); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Health insurance

Job summary

UMB Bank is seeking a Personal Banker to build strong customer relationships, understand financial needs, and recommend products and services. You will train on UMB’s offerings, assist customers with transactions, and develop referrals while maintaining accurate banking documentation.

You’ll join a high-energy team, meet sales targets through coaching, and deliver a positive customer experience in a fast-paced branch setting. Weekend and evening hours may be required.

Qualifications

• Customer-facing sales experience.
• Ability to translate needs into financial solutions.
• Attention to detail in banking documentation.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell opportunities.
• Call leads, visit businesses, develop referral networks for workplace banking.
• Meet daily performance metrics while balancing priorities.
• Learn banking processes and maintain compliance with standards.
• Perform other duties as assigned.

Skills

Sales skills

Customer service

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker to build strong customer relationships, understand financial needs, and recommend products and services. You will train on UMB’s offerings, assist customers with transactions, and develop referrals while maintaining accurate banking documentation.

You’ll join a high-energy team, meet sales targets through coaching, and deliver a positive customer experience in a fast-paced branch setting. Weekend and evening hours may be required.