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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": 9,371search EDGAR

UMB invites qualified candidates to apply for the full-time Personal Banker I opening based in 2 Locations, delivering personalized financial guidance that helps everyday clients manage and grow their money with confidence.

Role Overview

As a Personal Banker I with UMB in 2 Locations you become the primary face of the branch experience. You will greet walk-in and scheduled customers, listen carefully to their needs, and match them with the right deposit accounts, payment solutions, and basic lending products. This client-facing assignment demands clear communication, genuine relationship building, and a commitment to resolving routine banking questions on the first interaction so every visitor leaves feeling supported.

Core Duties

  • Open new checking, savings, and money-market accounts while accurately capturing customer information and verifying identity documents
  • Process teller transactions such as deposits, withdrawals, transfers, and payments with strict cash-handling accuracy and dual-control procedures
  • Identify cross-sell opportunities for debit cards, online banking enrollment, and certified checks based on each client’s stated goals
  • Educate clients on digital self-service tools so they can manage balances and pay bills remotely after the branch visit
  • Maintain complete branch records, balance cash drawers daily, and escalate complex service issues or potential fraud concerns to supervisors
  • Participate in branch product campaigns and track personal activity against assigned relationship goals

Requirements

  • High-school diploma or equivalent educational credential
  • Demonstrated customer-service or retail sales experience that required friendly face-to-face interaction
  • Basic proficiency with personal computers, numerical calculation, and standard office software
  • Strong verbal communication skills and the ability to explain financial products in plain language
  • Reliable attendance and willingness to work full-time branch hours that may include occasional evenings or Saturdays
  • Successful completion of background and credit screening required for banking roles

About the Company

UMB is hiring for this Personal Banker I role and offers a supportive team environment in 2 Locations that encourages professional growth alongside daily customer interaction.

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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

    Traits that fit this role

    • Initiative
    • Perseverance
    • Social Orientation
    • Achievement Orientation
    • Intellectual Curiosity

    Source: O*NET Work Styles (Distinctiveness Rank).

    Typical preparation needed: Job Zone 4: Considerable Preparation Needed. Most of these occupations require a four-year bachelor's degree, but some do not. — via O*NET

    Industry news

    Source: O*NET (public-domain bulk data)

    Salary & compensation

    Workers in Business & Financial Operations occupations earn a national median of $76,859via US Census ACS / Data USA

    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 (332 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