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UMB

Regional bank offering diversified financial services

Floating Personal Banker 1

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-time

About the Job

Requirements

  • A high school diploma or equivalent is required.
  • At least one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales, or relevant experience, is required.
  • Regular travel among branches is required; reliable transportation and availability to work branch hours, including weekends and some evenings, are required.
  • The ability to obtain NMLS registration within 90 days is required.

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 consistently perform transactions, cash drawer management, and bank documentation processes according to industry and legal standards.
  • Travel to different branch locations in the St. Louis metro and surrounding areas based on coverage needs.
  • Perform other job duties as assigned.

Desired Qualifications

  • Use daily coaching and feedback to improve sales outcomes in a high-energy, sales-driven team.
  • Use product knowledge and conversation skills to understand customer needs and recommend relevant financial solutions.
  • Communicate clearly, project a positive image, solve problems, and create positive outcomes.
  • Demonstrate attention to detail when completing documents and explaining product features and benefits.

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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