Personal Banker I

UMB Bank • Olathe, KS

21d

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. The role is part of UMB’s Consumer Banking branch network, with opportunities to expand financial education and grow a career. UMB provides extensive training on its products and services, the sales process, and offering financial solutions, as well as opportunities to learn from UMB leaders through mentorship.

The Personal Banker creates a personalized customer experience by asking questions, turning routine transactions and service requests into conversations, and making relevant financial recommendations. The role also involves sales outreach, meeting performance metrics, processing transactions, managing a cash drawer, and completing bank documentation in accordance with industry and legal standards.

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 work effectively in a high-energy, sales-driven team and use coaching and feedback to improve sales outcomes.
• Product knowledge and conversation skills to identify customer needs and recommend appropriate solutions.
• Compelling communication, a positive image, problem-solving skills, and attention to detail.

Responsibilities

• Ask personalized questions to turn transactions, account maintenance, and other routine service requests into cross-sell conversations that deepen client relationships and meet 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 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, flexible spending, and 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