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UF
UMB Financial Corporation
Personal Banker I
Career Insights for Personal Banker
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Based on Kansas data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$69,460 / year median in Kansas
-5% projected decline
Job Description
Personal Banker I UMB Financial Corporation - 3.6 Leawood, KS Job Details Full-time $38,916 - $57,244 a year 1 hour ago Benefits Paid holidays Health insurance Dental insurance Flexible spending account Tuition reimbursement Paid time off Adoption assistance Employee assistance program Vision insurance 401(k) matching Gym membership Qualifications Customer communication Financial sales Financial services customer support Customer relationship building Promoting products Referral-based lead generation Account maintenance Financial transaction processing Sales referrals Promoting bank products Client relationship development High school diploma or GED Cash register operations Retail store experience Financial product expertise Needs-based selling Financial needs assessment Achieving sales targets 1 year Experience with customer site (as sales environment) Entry level Industry knowledge of retail banking Full Job Description Personal Bankers at UMB are experts at building customer relationships and recommending and selling products and services. Personal Bankers use their product knowledge and every interaction to identify needs and offer financial solutions to help customers secure their financial well-being while making banking easy. UMB's branches offer many opportunities to expand your financial education & grow your career within Consumer banking and UMB. We believe questions nurture conversations, leading the way to meaningful financial recommendations for our customers. Relationship banking is not a one-size-fits-all approach; we differentiate ourselves by delivering the unparalleled customer experience. Just as you'll play an important role in achieving UMB's business objectives, we're committed to helping you achieve your own goals. As a Personal Banker, you'll receive extensive training on UMB's products and services, the sales process, and offering financial solutions. You can also expect to work closely with UMB leaders, learning from their mentorship and expertise. How you will spend your time: Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks Achieving your daily key performance metrics while balancing competing priorities Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards Other job duties as assigned We're excited to talk to you if: You thrive in a high-energy, sales-driven team, and leverage daily coaching and feedback to polish your sales outcomes You use your expert product knowledge and conversation skills to build upon your customers' needs and make a true difference in their financial lives You communicate in a compelling manner, project a positive image, and enjoy solving problems and creating positive outcomes You demonstrate attention to detail whether completing documents or explaining features and benefits You have a HS Diploma or equivalent You have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience You have reliable transportation and ability to work branch hours, including weekends and some evenings You have the ability to obtain NMLS registration within 90 days This position was posted on 09/01/2026. The application deadline for this position is 45 days from the posting date unless filled earlier.