Personal Banker I
$49,920–$52,000 year
On-site · Oakhurst, California, United States
Job Summary
Personal Banker I at UMB builds customer relationships by asking personalized questions, converting transactions into cross-sell opportunities, calling leads, and visiting businesses for workplace banking. The role involves using product knowledge to recommend financial solutions, handling cash drawer and bank documentation, meeting daily performance metrics, and participating in training to learn processes and regulatory standards. Strong communication, attention to detail, and the ability to work flexible branch hours (including weekends and some evenings) are required; HS Diploma or equivalent and one year of retail-customer experience are preferred; ability to obtain NMLS registration within 90 days. UMB also highlights a comprehensive benefits package and a focus on inclusion.
Required Qualifications
- HS Diploma or equivalent
- one year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience
- reliable transportation
- ability to work branch hours, including weekends and some evenings
- ability to obtain NMLS registration within 90 days
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