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UMB

Regional bank offering diversified financial services

Floating Personal Banker 1

Retail & Commercial BankingUpdated on Nov 11
Full-timeFresno, CA, USAIn-person

About the Job

Requirements

  • Have a high school diploma or equivalent.
  • Have one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience.
  • Have reliable transportation and the ability to work branch hours, including weekends and some evenings.
  • Be able to obtain NMLS registration within 90 days.
  • Demonstrate attention to detail when completing documents or explaining product features and benefits.
  • Communicate compellingly, project a positive image, solve problems, and create positive outcomes.
  • Use product knowledge and conversation skills to understand customer needs and recommend financial solutions.

Responsibilities

  • Ask personalized questions to convert transactions, account maintenance, and 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 consistently according to industry and legal standards.
  • Perform other duties as assigned.

About the Company

UMB

Regional bank offering diversified financial services

UMB Financial provides banking and financial services to individuals, businesses, and institutions, including wealth management and treasury services. Its products run through customer accounts, loans, cash management, and trust and investment services, delivered via branches, advisors, and online tools to help people manage money and grow assets. The company stands out through a long local history, a strong emphasis on customer service, and community involvement, with growth beyond a single region. Its goal is to be a trusted, dependable financial partner that helps clients manage finances and pursue long-term growth.

Company size
5,001-10,000
Company stage
IPO
Headquarters
Kansas City, MO
Founded
1913

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