Personal Banker I

UMB Financial Corporation
Spring Missouri
$68.3K a year
Full-time

Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services.

Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy.

UMB’s branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB.

We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach;

we differentiate ourselves by delivering the unparalleled customer experience.

Just as you’ll play an important role in achieving UMB’s business objectives, we’re committed to helping you achieve your own goals.

As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions.

You can also expect to work closely with UMB leaders, learning from their mentorship and expertise.

How you will spend your time :

  • Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs
  • Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
  • Achieving your daily key performance metrics while balancing competing priorities
  • Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
  • Other job duties as assigned

We’re excited to talk to you if :

  • You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes
  • You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives
  • You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes
  • You demonstrate attention to detail whether completing documents or explaining features and benefits
  • You have a HS Diploma or equivalent
  • You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
  • You have reliable transportation and ability to work branch hours, including weekends and some evenings
  • You have the ability to obtain NMLS registration within 90 days

Compensation Range :

Minimum : $29,530.00 - Maximum : $68,330.00

The posted compensation range on this listing represents UMB’s standard for this role, but the actual compensation may vary by geographic location, experience level, and other job-related factors.

In addition, this range does not encompass the full earning potential for this role. Please see the description of benefits included with this job posting for additional information

  • UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) matching program; annual incentive pay;
  • paid holidays; a comprehensive company sponsored benefit plan including medical, dental, vision, and other insurance coverage;
  • health savings, flexible spending, and dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement;

tuition reimbursement; an associate wellbeing program; an associate emergency fund; and various associate banking benefits.

Benefit offerings and eligibility requirements vary.

Are you ready to be part of something more?

You're more than a means to an end a way to help us meet the bottom line. UMB isn't comprised of workers, but of people who care about their work, one another, and their community.

Expect more than the status quo. At UMB, you can expect more heart. You'll be valued for exactly who you are and encouraged to support causes you care about.

Expect more trust. We want you to do the right thing, no matter what. And, expect more opportunities. UMBers are known for having multiple careers here and having their voices heard.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e-mail to to let us know the nature of your request.

If you are a California resident, please visit our Privacy Notice for California Job Candidates to understand how we collect and use your personal information when you apply for employment with UMB.

2 days ago
Related jobs
Commerce Bank
Kansas City, Missouri

Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you’ll gain valuable insight into banking and finance, while helping customers with their daily financial challenges. If this sounds like a fit for y...

PNC
St. Louis, Missouri

As a Personal Banker, you will strengthen customer relationships with a defined sales process. You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. PNC may use or disclose your personal information in o...

Triad Bank
Frontenac, Missouri

Triad Bank is a full-service financial institution established in 2005 with a mission to provide a wide range of commercial and personal banking services to closely held businesses, their owners and families. Operate a personal computer and appropriate software packages. Personal and Business Checki...

PNC
Eureka, Missouri

You will spend most of your time as a personal banker, engaging customers in sales conversations in order to identify appropriate financial solutions. PNC may use or disclose your personal information in our hiring practices. ...

Simmons bank
Cabool, Missouri

The Personal Banker performs a key relationship building role for the bank and is responsible for in depth customer interactions and making financial recommendations to customer and prospective customers. The Personal Banker is personable, trustworthy, knowledgeable of bank products and services, an...

Commerce Bank
Kansas City, Missouri

Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. Are you interested in Personal Banker opportunities in th. Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As...

UMB Financial Corporation
Raytown, Missouri

Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process,...

Southern Bank
Trenton, Missouri

As part of a team, Personal Bankers will play a vital role in living our commitment to the highest ethical standards and maintain the values trusted by our customers and communities. Ensures the confidentiality of customer non-public personal information and secures information systems to comply wit...

Commerce Bank
Kansas City, Missouri

Position may be filled as a Personal Banker I or a Personal Banker II, depending on experience and education. Our Personal Bankers are personable, goal-oriented, and have a passion for helping our customers improve their financial health. As a Personal Banker, you’ll gain valuable insight into banki...

UMB Financial Corporation
Raytown, Missouri

Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process,...