Personal Banker I ($1000 sign-on bonus)

UMB Bank•Fort Scott, KS

5d•$38,916 - $57,244

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 provides opportunities to expand financial education and grow a career in Consumer banking. UMB provides extensive training on its products and services, the sales process, and offering financial solutions, as well as opportunities to learn from leaders’ mentorship and expertise. The position is part of a relationship-banking approach focused on meaningful financial recommendations and a strong customer experience. Personal Bankers contribute to UMB’s business objectives while developing their own goals and career.

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.
Strong customer conversation and communication skills, attention to detail, problem-solving ability, and willingness to use coaching and feedback to improve sales outcomes.

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, managing a cash drawer, and completing bank documentation in accordance with industry and legal standards.
Perform other job duties as assigned.