Float Personal Banker I

UMB Bank • Maryland Heights, MO

2d

About The Position

Personal Bankers at UMB build customer relationships and recommend and sell products and services. They use their product knowledge and customer interactions to identify needs and offer financial solutions that support customers’ financial well-being and make banking easy. The role focuses on relationship banking and delivering a personalized customer experience. 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 and grow a career within Consumer Banking. This is a float position. The compensation range is $38,916–$57,244; actual pay may vary by geographic location, experience, and other job-related factors.

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 build customer relationships, identify customer needs, and recommend financial products and services.
• Ability to communicate compellingly, project a positive image, solve problems, and demonstrate attention to detail.

Nice To Haves

• Thrives in a high-energy, sales-driven team and uses daily coaching and feedback to improve sales outcomes.
• Expert product knowledge and conversation skills.

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 processes such as transactions, cash drawer management, and bank documentation in accordance with industry and legal standards.
• Perform other job duties as assigned.

Benefits

• Paid time off
• 401(k) matching program
• Annual incentive pay
• Paid holidays
• 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