Personal Banker

As a Personal Banker at UMB, you will be responsible for building and maintaining strong relationships with customers, identifying their financial needs, and providing personalized solutions to help them achieve their financial goals.

• Ask personalized questions to convert transactions and 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 and consistently perform processes like transactions, managing a cash drawer, and completing bank documentation according to industry and legal standards.
• Perform other job duties as assigned.

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

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.

UMB 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, health savings and flexible spending accounts, adoption assistance, an employee assistance program, fitness reimbursement, tuition reimbursement, an associate wellbeing program, an associate emergency fund, and various associate banking benefits.