Personal Banker

Personal Banker – Responsibilities

• Ask personalized questions to convert transactions, account maintenance and other routine service requests into cross‑sell conversations that deepen client relationships while meeting 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 execute core banking processes such as transactions, cash drawer management, and completing bank documentation in accordance with industry and legal standards.
• Other job duties as assigned.
• Receive extensive training on UMB products and services, the sales process, and offering financial solutions.
• Work closely with UMB leaders, learning from mentorship and expertise.

• Thrives in a high‑energy, sales‑driven team and leverages daily coaching and feedback.
• Uses expert product knowledge and conversation skills to build on customer needs and make a difference in their financial lives.
• Communicates compellingly, projects a positive image, and enjoys solving problems and creating positive outcomes.
• Demonstrates attention to detail when completing documents or explaining features and benefits.
• HS 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.

Targeted compensation for this opening: $21‑22 per hour.

Compensation range: $38,916 – $57,244.

Benefits include Paid Time Off, 401(k) matching, annual incentive pay, paid holidays, medical/dental/vision coverage, health savings account, flexible spending account, dependent care account, adoption assistance, employee assistance program, fitness reimbursement, tuition reimbursement, associate wellbeing program, employee emergency fund, and associate banking benefits. Eligibility varies.

UMB and its affiliates are committed to inclusion and diversity and provide employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex (including gender, pregnancy, sexual orientation, and gender identity), national origin, age, disability, military service, veteran status, genetic information, or any other status protected by applicable federal, state, or local law.

If you need accommodation for any part of the employment process because of a disability, please send an e‑mail to  to let us know the nature of your request.