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 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. Ready to Apply? 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?