Personal Banker I

Overview Personal Bankers at UMB build customer relationships and recommend and sell products and services. They use product knowledge and each interaction to identify needs and offer financial solutions that help customers secure their well‑being while making banking easy. 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 and consistently perform according to industry and legal standards. Perform other job duties as assigned. Qualifications You thrive in a high‑energy, sales‑driven team and leverage daily coaching and feedback to polish your sales outcomes. You use 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 when completing documents or explaining features and benefits. You have a high school 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 the ability to work branch hours, including weekends and some evenings. You have the ability to obtain NMLS registration within 90 days. Compensation Target pay: $24‑25/hr Compensation Range: $35,750.00 – $78,450.00 Benefits Paid Time Off 401(k) matching program Annual incentive pay Paid holidays Comprehensive company‑sponsored benefit plan including medical, dental, vision and other insurance coverage Health savings and flexible spending accounts Dependent care accounts Adoption assistance Employee assistance program Fitness reimbursement Tuition reimbursement Associate wellbeing program Associate emergency fund Various associate banking benefits EEO and Accommodation Statement 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