UMB Bank
UMB Bank
1,001 – 5,000 Employees
H1B Visa SponsorBankingFinanceFintech
UMB Bank is a financial services company serving personal, business, and institutional customers through banking, finance, and fintech offerings. Its personal banking services include checking and savings accounts, credit cards, loans, and wealth management. Businesses can access lending, cash flow management, capital finance, credit card, and employee benefit solutions, while institutional clients are supported through capital markets, fund services, and institutional and fintech banking. Founded in 1913, UMB Bank applies sector-specific financial expertise to the needs of individuals, companies, and institutions.

Personal Banker - Olathe, Kansas (Onsite)

Build customer relationships and recommend financial products at UMB Bank’s Olathe branch. Manage transactions, referrals, cash handling, and sales performance in an onsite, full-time role.

Description

  • Use tailored questions to turn transactions, account maintenance, and routine service requests into cross-selling opportunities
  • Generate sales leads through outreach, workplace banking visits, and referral networks
  • Meet daily performance metrics while managing competing priorities
  • Process transactions, operate a cash drawer, and complete banking documents in line with industry and legal standards
  • Develop customer relationships and recommend financial products and services
  • Assess customer needs and provide suitable financial solutions
  • Complete additional duties as assigned

Requirements

  • High school diploma or equivalent
  • At least one year of retail experience engaging customers and recommending products that generate sales, or equivalent relevant experience
  • Reliable transportation
  • Availability to work branch hours, including weekends and some evenings
  • Ability to obtain NMLS registration within 90 days
  • Strong communication, positive representation, problem-solving, and outcome-focused skills
  • Careful attention to detail when preparing documents or explaining product features and benefits
  • Product knowledge and conversational ability to identify and address customer needs
  • Ability to contribute to a fast-paced, sales-focused team and apply coaching and feedback

Benefits

  • Paid time off
  • 401(k) matching
  • Annual incentive pay
  • Paid holidays
  • Company-sponsored medical, dental, vision, and other insurance coverage
  • Health savings accounts
  • Flexible spending accounts
  • Dependent care accounts
  • Adoption assistance
  • Employee assistance program
  • Fitness reimbursement
  • Tuition reimbursement
  • Associate wellbeing program
  • Associate emergency fund
  • Associate banking benefits
  • Comprehensive training in UMB products and services, sales processes, and financial solutions
  • Mentorship and guidance from UMB leaders

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