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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": 9,370search EDGAR

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.

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.

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 (343 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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    Occupation family: Personal Banker

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    Personal Banker I UMB