Personal Banker I
$29,530–$43,240 year
On-site · Asbury, Iowa, United States
Job Summary
Personal Banker I at UMB builds customer relationships by asking personalized questions, converting transactions into cross-sell opportunities, calling leads, visiting businesses for workplace banking, and developing referral networks. The role emphasizes leveraging product knowledge to identify customer needs and offer financial solutions, while learning banking processes, maintaining accuracy in documentation, and meeting performance metrics. Requires HS diploma or equivalent, at least one year of retail customer engagement experience, reliable transportation, and availability for weekend/evening shifts; NMLS registration must be obtained within 90 days. The compensation varies by location and includes a broad benefits package and training opportunities.
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
- ability to obtain NMLS registration within 90 days
- ability to work branch hours, including weekends and some evenings
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