Personal Banker I
$29.53k - $56.95kUMB
Personal Banker 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 benefitsYou 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: $29,530.00 - $56,950.00 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. 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 View email address on click.appcast.io 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. #J-18808-Ljbffr
$21 - $25 per hour
...Join our team as a Personal Banker at IHMVCU! At IHMVCU, our Personal Bankers help members navigate their financial journey through strong relationships, sound financial guidance, and exceptional service. This role serves as a senior consumer lending professional and...SuggestedWork experience placementLive inLong distanceFlexible hours$35.75k - $52.04k
...Personal Banker 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...SuggestedLocal areaFlexible hoursAfternoon shift$21 - $25 per hour
...Join our team as a Personal Banker at IHMVCU! At IHMVCU, our Personal Bankers help members navigate their financial journey through strong relationships, sound financial guidance, and exceptional service. This role serves as a senior consumer lending professional and trusted...SuggestedWork experience placementLong distanceFlexible hours$29.53k - $56.95k
UMB Bank in Clive, Iowa is seeking a Personal Banker who excels in building customer relationships and recommending financial services. You will engage in sales opportunities, achieve key performance metrics, and receive extensive training on UMB’s offerings. The role requires...Suggested$29.53k - $56.95k
UMB is seeking a Personal Banker in Clive, IA, to build customer relationships and offer tailored financial products. This collaborative role emphasizes the importance of customer needs and providing effective solutions. The ideal candidate should thrive in a sales-driven...Suggested- Bank of America is seeking a dedicated client engagement specialist to work in Urbandale, Iowa. This role involves educating clients on conducting transactions using self-service resources and managing the client experience effectively. Key responsibilities include building...Weekend work
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- Quality Talent Group is partnering with a leading financial services client in Clive, Iowa, to hire bankers for their Consumer, Small, and Business Banking division. This role offers an opportunity to build strong customer relationships, assist with accounts and service...
$21.75 - $25.25 per hour
...accommodation or an alternative application process. Relationship Banker I - Ames Regular Full-Time Ames, IA, US 4 days ago... ...Summary The Relationship Banker (RB) is responsible for providing personalized customer service to clients. The RB engages customers in conversation...Full timeLocal areaMonday to FridayFlexible hoursDay shift- Quality Talent Group is hiring bankers for a leading national bank in Windsor Heights, Iowa. The role focuses on building strong customer relationships, assisting with account openings, and educating clients on financial solutions. This opportunity comes with a comprehensive...
- Bankers Trust is seeking a Relationship Banker in Des Moines, Iowa, responsible for providing personalized banking services and client support. The position involves engaging customers to understand their financial needs, opening new accounts, and maintaining existing...
- ..., 5700 University Avenue, Suite 100, West Des Moines, IA 50266, USA Essential Functions & Responsibilities Provides extensive personalized customer services to high‑net‑worth customers with specific banking needs. Interviews and analyzes application information to determine...Work experience placementLocal area
$25 - $27.88 per hour
Job Description This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM. Key responsibilities include accurately and efficiently processing...Hourly payShift workWeekend workDay shift$21.75 - $25.25 per hour
Bankers Trust is hiring a Relationship Banker I in Ames, Iowa. This full-time position involves providing personalized financial services, including opening new accounts and conducting transactions. The ideal candidate possesses strong customer service skills and at least...Full time$20.25 - $24.75 per hour
## Client Relationship Consultant 2 (Banker) East Euclid (Sign-On Bonus $1,500)Applylocations: Des Moines, IAtime type: Full timeposted... ...takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you...Temporary workLocal areaRelocation package- ...Services O/P IMMC- Met Shift: FTE 8:30-5:00 Job ID: 182881 Overview As the initial contact to the department/clinic, uses personal skills to quickly build a positive relationship with persons served. Demonstrates ability to effectively manage details by...Daily paidTemporary workWork at officeImmediate startRemote workFlexible hoursShift work
$60k - $70k
...Personal Financial Counselors (PFC) provide personal financial counseling services at military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families. Services include...Contract workWork at officeFlexible hours$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...Full timeContract workFor contractorsWork at office- ...A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally. Responsibilities Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients Prepare...
- ...variety of insurance products, making necessary adjustments to existing plans, and gathering essential client information to craft personalized risk profiles. We believe in empowering you with the knowledge and support necessary to reach your full earning potential. If...
$61k - $119k
...client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their...For contractorsWork at office- Financial Consultant | WealthBridge 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...
$1,000 per month
...collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial...Full timeContract workFor contractorsInternshipLocal areaFlexible hours$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...Work at officeWork from homeHome officeFlexible hours- A leading financial services firm is seeking a Relationship Banker for the Johnston Station Branch. This role focuses on providing exceptional client service and building lasting relationships. The ideal candidate will have over a year of sales experience in Retail Banking...Full time
- Relationship Banker - (New Build) - Johnston Station Branch - Johnston, IA Join to apply for the Relationship Banker - (New Build) - Johnston... ...Manage assigned clients and proactively meet with them, both in person and over the phone, to build lasting relationships, understand...Full timeImmediate startAfternoon shift
- Allied Universal is seeking a qualified individual to manage retail solutions in Des Moines, Iowa. The position requires an onsite presence 5 days per week. Ideal candidates will possess an Associate's Degree and at least 5 years of management experience in retail cash ...
- A financial advisory firm in West Des Moines is seeking an experienced Wealth Advisor to provide comprehensive wealth management advice to high net worth clients. The ideal candidate will have a Bachelor's degree, extensive experience in financial planning, and must possess...
- Northwestern Mutual is offering an internship program for College Financial Representatives located in Urbandale, Iowa. This role allows college students to build a financial planning practice while gaining exposure to strategic business activities and training. Interns...Full timeInternshipFlexible hours
$50k - $70k
A leading financial services firm in Des Moines is seeking an Entry-Level Financial Advisor. This role involves creating customized financial plans and educating clients on financial security products. You’ll enjoy strong earnings potential with a base salary of $50,000...Work at office
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