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Personal Banker I

  • Company: UMB
  • Location: 2 locations
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  • Full Time
  • 2 locations
  • Apply on company site
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UMB — company details are preparing and update automatically in a few seconds (or refresh).

UMB is hiring a full-time Personal Banker I in 2 locations, calling on professionals ready to guide customers through everyday banking needs with care and precision.

The Opportunity

As a Personal Banker I with UMB in 2 locations, you become the frontline connection that helps people manage their money confidently. This full-time Personal Banker I role centers on delivering attentive service, opening new relationships, and matching standard banking solutions to each customer’s goals. You will work on-site in 2 locations, building trust one conversation at a time while supporting the broader team that keeps local branches running smoothly. Candidates searching for Personal Banker I jobs in 2 locations or Personal Banker I near me will find a position focused on growth through genuine customer interaction.

Key Responsibilities

  • Welcome customers and assess their financial needs with clear, helpful conversation
  • Open and maintain deposit accounts, process routine transactions, and resolve everyday inquiries accurately
  • Present basic banking products that align with individual goals while documenting every interaction carefully
  • Handle cash and balances according to established security procedures
  • Collaborate with colleagues to meet daily branch goals and maintain a welcoming environment
  • Stay current on simple product updates and regulatory requirements that affect Personal Banker I duties

Who We're Looking For

  • Strong verbal communication skills and a genuine desire to assist customers of all backgrounds
  • Basic comfort with numbers, attention to detail, and the ability to follow established processes
  • Prior customer-facing experience, preferably in a retail or service setting, is helpful but not mandatory
  • Willingness to learn product information quickly and apply it consistently
  • Reliability, professional presence, and commitment to working full time on-site in 2 locations

Why Join UMB

UMB is hiring for this Personal Banker I role and offers a supportive team environment where new team members can grow their skills while serving the 2 locations community.

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More options

To apply for this job please visit umb.wd1.myworkdayjobs.com.

Local insights for this role are preparing — this section updates automatically in a few seconds (or refresh).

Listing facts

  • Role Personal Banker I
  • Employer UMB
  • Location 2 locations
  • Type Full Time
  • Posted July 13, 2026
  • Apply by 2026-08-12
  • Overview Full original description on this page (323 words; rewritten for clarity, not a teaser paste)

Facts above come from this job record on Get A Job.AI — not copied from third-party review sites.

Typical work in Personal Banker

Independent occupational context from O*NET (U.S. public-domain labor data). This is about the occupation, not a rewrite of this employer's posting.

  • Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, or other information needed to develop a financial plan.
  • Analyze financial information obtained from clients to determine strategies for meeting clients' financial objectives.
  • Answer clients' questions about the purposes and details of financial plans and strategies.
  • Review clients' accounts and plans regularly to determine whether life changes, economic changes, environmental concerns, or financial performance indicate a need for plan reassessment.
  • Manage client portfolios, keeping client plans up-to-date.
  • Recommend to clients strategies in cash management, insurance coverage, investment planning, or other areas to help them achieve their financial goals.

Source: O*NET

Employer website

umb.com

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Occupation family: Personal Banker

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Personal Banker I UMB · 2 locations