Personal Banker I

How to use this kit

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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 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.

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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?