Personal Banker I
$35.75k - $52.04kUMB Financial Corporation
Personal Banker – Responsibilities Ask personalized questions to convert transactions, account maintenance and other routine service requests into cross‑sell conversations that deepen client relationships while meeting customer needs. 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. Learn processes such as transactions, managing a cash drawer and completing bank documentation consistently in accordance with industry and legal standards. Perform other job duties as assigned. Personal Banker – Qualifications High‑energy, sales‑driven team member who thrives on daily coaching and feedback. Expert product knowledge and conversation skills to build upon customers' needs. Compelling communication style, positive image projection, problem‑solving and positive outcome creation. Attention to detail in completing documents or explaining features and benefits. HS Diploma or equivalent. One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience. Reliable transportation and ability to work branch hours, including weekends and some evenings. Ability to obtain NMLS registration within 90 days. Compensation US Employees in California, Washington DC, New Jersey, and New York: $35,750 – $52,040.US Employees in Colorado, Connecticut, Delaware, Illinois, Massachusetts, Maryland, Minnesota, Pennsylvania, Rhode Island, Texas, Washington, and Wisconsin: $32,640 – $47,640.US Employees in all other states: $29,530 – $43,240.The posted compensation range reflects UMB’s estimate for starting pay; actual compensation may vary by location, experience level, and other factors. Benefits UBM offers competitive and varied benefits to eligible associates, including Paid Time Off; a 401(k) matching program; annual incentive pay; paid holidays; a comprehensive company‑sponsored benefit plan covering medical, dental, vision and other insurance; health savings and flexible spending accounts; dependent care accounts; adoption assistance; an employee assistance program; fitness reimbursement; tuition reimbursement; wellbeing and emergency funds; and various associate banking benefits. Eligibility and offerings vary. EEO Statement UBM 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 View email address on click.appcast.io to let us know the nature of your request. California Privacy Notice 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. #J-18808-Ljbffr UMB Financial Corporation
$38.92k - $57.24k
...Overview 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...SuggestedLocal areaFlexible hoursAfternoon shift$38.92k - $57.24k
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...SuggestedLocal areaFlexible hoursAfternoon shift$44.69k - $54.62k
...Overview Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. They use product knowledge in every interaction to identify needs and offer financial solutions that help customers secure financial well...SuggestedLocal areaFlexible hoursAfternoon shift- ...financial services experience. Honesty and integrity. Demonstrated or has leadership skills. Can overcome adversity. Wants to grow personally while helping others. Enjoys building long-term relationships. Benefits and perks Paid medical and dental insurance. 401(k)...SuggestedLocal areaNight shift
- WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and strategies that align with their goals. You...Suggested
- ...to build long‑term relationships Seek autonomy and entrepreneurial growth Desire a career with purpose and impact Are motivated by personal and professional development Want to create long‑term financial stability for themselves and their clients Join Us If you’re ready...Work at officeImmediate start
- A global financial services company seeks a Financial Advisor for their Advisor Development Program in Santa Fe, New Mexico. The role requires working with high-net-worth individuals to assess their financial needs and provide tailored investment recommendations. Ideal...Traineeship
$50k
...engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help clients achieve their goals. Oversee branch processes, roles, and responsibilities to ensure...Work at officeWork from homeHome officeFlexible hours- ...sensitive information and handle problem resolution. Effectively communicate with internal and external customers appropriately via in person, email, etc. Nusenda Credit Union is an equal opportunity employer. All aspects of employment including the decision to hire,...Full timeLocal area
- Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- ...we offer a full range of relationship‑focused services to meet personal, business, and wealth‑management financial objectives. Creating... ...associates. Job Type Full‑time Position Overview The Universal Banker is a combination of being a Teller, Personal Banker, and performing...Full time
- ...Non-Exempt/Exempt: Non-Exempt Summary The Universal Banker I (UBI) is responsible for providing exceptional customer service... ...Excellent communication skills - ability to communicate effectively in person, by phone or in writing Demonstrates accuracy and attention...Flexible hours
- ...Universal Banker – Santa Fe Cordova Branch The Universal Banker is a combination of being a Teller, Personal Banker, and performing Customer Service. Our Universal Bankers plays a crucial role in providing retail banking products and services to customers. In addition...
- ...matching opportunities. Voted a Best Bank to Work For by American Banker for multiple years, we offer our associates an array of benefits... ...as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities: Serves customers...Full timeWork at officeLocal area
- ...coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial... ...openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for...
$41.71k - $50k
...Conduct client conversations in the branch lobby and through various channels, recommending alternative banking options and providing personal banking and investment advice. Meet customer transaction‑based needs with seamless execution and engage customers in needs‑based...- ...expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Immediate startAfternoon shift
- COMMUNITY LENDING MORTGAGE BANKER WHAT IS THE OPPORTUNITY? This position is responsible for sales of first mortgage and concurrent second loan products to existing and potential banking diverse segment clients. Community Loan Officer duties include outside sales activities...Work at office
- ...opportunities. Voted a** *Best Bank to Work For* **by American Banker for multiple years, we offer our associates an array of benefits... ...as well as responding to customer inquiries by telephone and in person.****Essential Duties and Responsibilities:***** Serves customers...Work at officeLocal area
$15 per hour
...typical noise, lighting, and temperature. Frequent customer and coworker interaction; must communicate clearly and professionally in person, by phone, and electronically. Regular, reliable attendance and punctuality are essential. Disclaimers: Employees must be able to...Hourly payFull timeInterim roleWork at officeLocal areaShift workWeekend workAfternoon shift- ...include account and service origination, handling teller transactions, as well as responding to customer inquiries by telephone and in person. Essential Duties and Responsibilities Serves customers in opening new accounts for commercial and consumer clients. Has...Work at office
$101.23k - $172.36k
...skills Self‑motivated and self‑disciplined Strategic thinker, able to assess and recommend a course of action Highest level of both personal and professional demeanor and ethical behavior What’s in It for You? Compensation: Starting base salary: $101,231 – $172,355 per...Remote work- ...procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures. Complete required training by established deadlines. Perform general...Work at officeImmediate startShift work
- At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$90k - $125k
...recruitment, hiring, compensation, training, promotion, demotion, transfer, lay-off and termination, and all other terms and conditions of employment. For our privacy notice to California residents regarding the collection of personal information, please click here ( ....Contract workTemporary workLocal areaFlexible hours- A leading financial services company is seeking a Business Analysis Manager to drive strategies for growth and profitability. This remote-eligible role requires strong analytical skills, team leadership, and experience with SQL querying. The successful candidate will develop...Remote work
- A leading AI firm in the United States is seeking a VP Investor Relations to enhance the training of AI models for finance professionals. This remote position offers flexible scheduling and part-time or full-time options. Candidates should have expertise in financial analysis...Remote jobFull timePart timeFlexible hours
- ...Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...we offer a full range of relationship-focused services to meet personal, business, and wealth-management financial objectives. Creating... ...highly motivated individual to fill the position of a Universal Banker at our Santa Fe Cerrillos location branch! Customer...Full time
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