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Personal Banker I

  • Company: UMB
  • Location: 2 locations
Apply on company site
  • Full Time
  • 2 locations
  • Apply on company site

UMB — company details are preparing and update automatically in a few seconds (or refresh).

UMB invites applications for a Personal Banker I role based in 2 locations, where full-time team members partner with area clients to meet everyday financial needs and build lasting relationships.

About the Role

This Personal Banker I position with UMB in 2 locations centers on delivering attentive, solutions-oriented support that helps individuals manage accounts, explore options, and feel confident about their money decisions. As a Personal Banker I you become a primary contact for walk-in and scheduled visitors, translating customer goals into clear next steps while collaborating with branch colleagues to maintain smooth daily operations. Full-time schedules allow consistent client interactions that strengthen both service quality and personal development in a structured setting.

Responsibilities

  • Welcome clients and identify their immediate banking requirements through attentive conversation.
  • Open new accounts, update existing profiles, and process routine transactions with accuracy.
  • Explain available deposit products, payment tools, and related services so customers can choose what fits them best.
  • Recognize natural opportunities to introduce additional solutions that align with stated needs and goals.
  • Maintain precise documentation of all activity to support compliance and audit readiness.
  • Handle cash, checks, and electronic transfers while balancing drawers and following security protocols.
  • Follow up after key interactions to confirm satisfaction and resolve any outstanding questions.
  • Partner with fellow staff to reach shared service and operational targets for the location.
  • Stay current on procedures so every interaction remains efficient and policy-aligned.

Skills & Qualifications

  • Clear verbal and written communication that puts clients at ease.
  • Genuine interest in solving problems through practical, customer-first advice.
  • Comfort learning product details and applying them in real conversations.
  • Solid numerical literacy and careful attention when handling funds or data entry.
  • Reliable attendance, professional presence, and collaborative attitude.
  • High-school diploma or equivalent preparation.
  • Prior experience in client-facing retail, service, or sales environments is viewed as a plus for Personal Banker I candidates.

More About UMB

UMB is hiring for this role and offers a supportive team environment.

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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 August 12, 2026
  • Overview Full job description on this page (343 words)

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