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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 is hiring a Personal Banker I to join the team in 2 Locations. This full-time opportunity suits candidates searching for Personal Banker I jobs in 2 Locations who thrive on client interaction and operational precision.

Role Overview

In the Personal Banker I position at UMB across 2 Locations, you support branch clients by handling essential banking needs with professionalism and care. The full-time role centers on building client confidence through clear communication and accurate service delivery while contributing to smooth daily operations. You represent the first point of contact for many customers, making reliability and a service-minded approach essential as you grow expertise in core banking tasks within an on-site environment.

What You'll Do

  • Greet arriving clients and process standard transactions such as deposits, withdrawals, transfers, and payments with speed and accuracy
  • Open new accounts by gathering required information and explaining product features so clients choose suitable options
  • Listen carefully to customer goals and share knowledge about available services that align with those needs
  • Operate and balance a cash drawer at the end of each shift while maintaining complete transaction records
  • Collaborate with branch colleagues to answer questions, resolve routine issues, and maintain high service standards
  • Follow all internal procedures and external regulations to protect client information and ensure compliant operations

Skills & Qualifications

  • Clear verbal and written communication skills that foster quick rapport with diverse clients
  • Solid numerical aptitude and comfort entering data into computer-based banking platforms
  • Attentive problem-solving ability that turns customer concerns into satisfactory outcomes
  • Dependable work habits, personal integrity, and a genuine focus on helping others
  • Readiness to contribute to shared branch goals through consistent service effort
  • High school diploma or equivalent; prior customer-facing experience is helpful though not mandatory

About the Company

UMB is hiring for this role and offers a supportive team environment.

Applying for This Role

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 (323 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

    Employer website

    umb.com

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    Occupation family: Personal Banker

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    Personal Banker I UMB