Personal Banker I

How to use this kit

Ground every answer in facts on this page and the original listing. We never invent Glassdoor-style reviews or salaries that are not in our data.

Occupation tasks (O*NET)

Public-domain labor data — prepare examples for 2–3 of these.

• 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.
• Recommend financial products, such as stocks, bonds, mutual funds, or insurance.
• Implement financial planning recommendations, or refer clients to someone who can assist them with plan implementation.

O*NET source

Company facts (cached)

Website: umb.com

Public cache only — not an employee review.

Role overview (listing rewrite)

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. Apply Today To apply, complete your application directly on this page, or you'll be redirected to the employer's application platform to finish submitting there.

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Questions to ask them

• What does success look like in the first 90 days for this role?
• How is the team structured, and who would I work with most?
• What tools and systems does this role use daily?
• Is the work primarily based in 2 Locations, hybrid, or fully remote?