Traveling Personal Banker — Relationship Builder & Solutions

UMB Financial Corporation; Maryland Heights (MO); On-site; USD 29,000 - 30,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Medical, dental, vision insurance

Job summary

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend banking products, and deliver excellent customer service. You will learn UMB’s products and sales process through extensive training and work closely with leadership for mentorship.

You’ll convert routine service requests into cross-sell opportunities, develop referral networks, and travel across the St. Louis metro to support branch coverage. Strong communication and customer focus are essential.

Qualifications

• HS Diploma or equivalent required.
• One year of retail experience with customers and product recommendations.
• Ability to travel regularly to branch locations as needed.
• Willingness to obtain NMLS registration within 90 days.

Responsibilities

• Convert transactions, account maintenance and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses for workplace banking.
• Travel to different branch locations in the St. Louis metro and surrounding areas.
• Meet daily performance metrics while handling multiple priorities.
• Adhere to industry and legal standards in documentation and processes.

Skills

Customer service

Sales

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend banking products, and deliver excellent customer service. You will learn UMB’s products and sales process through extensive training and work closely with leadership for mentorship.

You’ll convert routine service requests into cross-sell opportunities, develop referral networks, and travel across the St. Louis metro to support branch coverage. Strong communication and customer focus are essential.