Personal Banker I

Overview Personal Bankers at UMB build customer relationships and recommend and sell products and services. You’ll use product knowledge and every interaction to identify needs and offer financial solutions that help customers secure their financial 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. 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 according to industry and legal standards. Perform other job duties as assigned. Qualifications High school 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. Thrives in a high‑energy, sales‑driven team and leverages daily coaching and feedback to polish sales outcomes. Uses expert product knowledge and conversation skills to build upon customers’ needs and make a true difference in their financial lives. Communicates in a compelling manner, projects a positive image, and enjoys solving problems and creating positive outcomes. Demonstrates attention to detail when completing documents or explaining features and benefits. Compensation Target pay: $22-23/hr. Compensation Range: $32,640.00 - $71,920.00. Benefits Paid Time Off 401(k) matching program Annual incentive pay Paid holidays Comprehensive company‑sponsored benefit plan (medical, dental, vision, and other insurance coverage) Health savings, flexible spending, and dependent care accounts Adoption assistance Employee assistance program Fitness reimbursement Tuition reimbursement Associate wellbeing program Associate emergency fund Various associate banking benefits EEO 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 contact View email address on click.appcast.io. #J-18808-Ljbffr