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Personal Banker I

  • Company: UMB
  • Location: 2 Locations
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  • New
  • Full Time
  • 2 Locations
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UMB at a glance

umb.com

SEC filings mentioning "UMB": 9,371search EDGAR

UMB invites applications for a Personal Banker I full-time opening serving customers across 2 Locations, where you will build lasting relationships and guide individuals through everyday financial decisions.

About the Role

As a Personal Banker I at UMB you step into a client-facing position that sits at the heart of branch operations. This is a full-time opportunity designed for someone who enjoys problem-solving and translating complex products into clear options people can act on. You become the reliable point of contact who opens accounts, educates clients, and keeps everyday banking simple in the communities covered by the 2 Locations posting. Success means treating every interaction as a chance to deepen trust while hitting service and growth expectations that are standard across the industry.

Day-to-Day Responsibilities

  • Greet arriving clients, identify their needs, and recommend appropriate deposit, credit, or cash-management solutions.
  • Open new checking, savings, and certificate accounts while completing accurate documentation and identity verification.
  • Process deposits, withdrawals, transfers, wire requests, and payment transactions with speed and precision.
  • Explain fees, interest rates, and account features so clients make informed choices.
  • Refer qualified individuals to specialists for home loans, investments, or business banking when appropriate.
  • Maintain branch sales targets by proactively spotting opportunities during routine conversations.
  • Balance cash, resolve vault discrepancies, and follow security procedures at close of business.
  • Update client profiles in the core system and log service requests for timely follow-up.

Requirements

  • High-school diploma or equivalent; additional coursework in finance or business is helpful.
  • Prior customer-service or cash-handling experience in retail, hospitality, or financial settings.
  • Ability to learn product details quickly and communicate them in plain language.
  • Comfort using personal computers, core banking software, and standard office tools.
  • Strong numerical accuracy, attention to detail, and professional telephone manner.
  • Availability for a full-time weekday schedule that supports branch hours across the 2 Locations.
  • Willingness to complete required bank training and maintain confidentiality standards.

Why Join UMB

UMB is hiring for this role and offers a supportive team environment where new Personal Banker I colleagues receive structured onboarding and daily coaching. The position places you inside a collaborative branch culture that values continuous learning and client-first habits, helping you grow your skills while serving the 2 Locations communities.

Ready to Apply?

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

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

Working in 2 Locations

Kitui is a town and capital of Kitui County in Kenya, 185 kilometres east of Nairobi and 105 kilometres east of Machakos. it covers an area approximately 30,496.4 km squares and lies between latitudes 0°10 South and 3°0 South and longitudes 37°50 East and 39°0 East. It borders seven counties i.e. Machakos and Makueni counties to the west, Tana River County to the east and south-east, Taita Taveta

    Source: Wikipedia (state)

    About this role & career path

    Industry news

    Source: O*NET (public-domain bulk data)

    Market context

    • Similar listings in 2 Locations 5

    Job details above are provided by the employer/source. The sections on this page are compiled from public data sources with AI assistance.

    Accommodations: if you need a workplace accommodation to apply for or perform this job, see ADA.gov or EEOC.gov for guidance on your rights and how to request one.

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    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 (386 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

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    umb.com

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    Personal Banker I UMB