Personal Banker I

UMB Bank • Littleton, CO

3d

About The Position

Personal Bankers at UMB build customer relationships and recommend and sell products and services. They use product knowledge and customer interactions to identify needs and offer financial solutions that support customers’ financial well-being and make banking easy. UMB’s branches provide opportunities to expand financial education and grow a career in Consumer banking. The role emphasizes relationship banking and delivering an outstanding customer experience.

UMB provides extensive training on its products and services, the sales process, and offering financial solutions. Personal Bankers also work closely with UMB leaders and learn through mentorship and their expertise.

Requirements

• 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.
• Ability to thrive in a high-energy, sales-driven team and use daily coaching and feedback to improve sales outcomes.
• Product knowledge and conversation skills to understand customer needs and make financial recommendations.
• Compelling communication, a positive image, and ability to solve problems and create positive outcomes.
• Attention to detail when completing documents or explaining features and benefits.

Responsibilities

• Ask personalized questions to turn transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships and address 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 and perform transactions, manage a cash drawer, and complete bank documentation consistently according to industry and legal standards.
• Perform other job duties as assigned.

Benefits

• Paid time off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• Company-sponsored medical, dental, vision, and other insurance coverage
• Health savings accounts
• Flexible spending accounts
• Dependent care accounts
• Adoption assistance
• Employee assistance program
• Fitness reimbursement
• Tuition reimbursement
• Associate wellbeing program
• Associate emergency fund
• Associate banking benefits

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED