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 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.

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?