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 invites applications for a Personal Banker I based in 2 Locations. This full-time Personal Banker I opening lets motivated professionals deliver helpful support to clients seeking everyday financial guidance right in their community. About This Position In this Personal Banker I assignment with UMB across 2 Locations you become a trusted first point of contact who greets clients, listens carefully to their needs, and guides them through core banking interactions. Success depends on combining patient communication with consistent accuracy so every visit reinforces confidence in the service received. The role also introduces foundational product knowledge that equips team members to grow along clear personal banking paths while contributing to a collaborative branch culture surrounding UMB careers. Responsibilities Welcome clients and efficiently complete routine deposits, withdrawals, transfers, and balance inquiries. Open new personal accounts, collect required identification, and ensure all paperwork meets established standards. Recognize straightforward client needs and introduce basic banking products that align with those needs. Maintain clear transaction records and update systems promptly after each client interaction. Support branch team goals by referring appropriate follow-up questions to experienced colleagues when required. Share simple educational tips that help clients understand available self-service options. Skills & Qualifications Demonstrated customer-service experience in retail, hospitality, or related settings is helpful. Clear verbal and written communication that builds immediate rapport with diverse individuals. Comfort learning transaction systems and following detailed procedures with precision. Reliable problem-solving mindset that prioritizes polite, accurate resolutions. High-school diploma or equivalent; readiness to complete on-the-job training modules. Ability to work scheduled full-time hours at the designated 2 Locations branches. About the Company UMB is hiring for this Personal Banker I role and offers a supportive team environment. 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.

Full job on Get A Job.AI

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?