Personal Banking Consultant

Personal Banking Consultants at UMB excel at fostering customer relationships while recommending and selling tailored financial products and services. In every interaction, you will leverage your expertise to identify customer needs and provide personalized financial solutions that promote their financial well-being and simplify their banking experience. At UMB, we are dedicated to expanding your financial knowledge and supporting your career growth within Consumer Banking. We believe that meaningful conversations stem from asking the right questions, allowing us to deliver customized financial recommendations. Our approach to relationship banking prioritizes a unique and unparalleled customer experience. As a Personal Banking Consultant, you will receive in-depth training on UMB's offerings, the sales methodology, and how to present effective financial solutions. You will also have the opportunity to work closely with UMB leaders who will mentor you. How you will spend your time: Engaging customers with personalized inquiries to transform routine transactions and account maintenance into opportunities for deeper relationship-building through cross-selling. Generating sales leads through proactive outreach, visiting local businesses for workplace banking solutions, and establishing a network of referrals. Meeting your daily performance metrics while managing multiple priorities effectively. Understanding and executing processes like transactions and managing a cash drawer, ensuring compliance with industry and legal standards. Performing other relevant duties as assigned. We are excited to connect with you if: You thrive in a dynamic, results-oriented team environment and utilize daily coaching to enhance your sales outcomes. Your ability to communicate effectively and create compelling narratives allows you to address customer needs proactively and positively impact their financial lives. You have a keen eye for detail, ensuring accuracy in documentation and clearly explaining product features and benefits. You possess a high school diploma or equivalent. You have at least a year of relevant experience in a retail setting, where you've successfully engaged with customers to make sales. You have reliable transportation and can work branch hours, including weekends and some evenings. You are able to obtain NMLS registration within 90 days. Target pay: $20-21/hr Compensation Range: $29,530.00 - $65,380.00 The compensation range provided represents UMB's standard for this position; actual compensation may vary based on geographic location, experience level, and job-related factors. This range does not include the full potential earnings for this role. UMB offers a comprehensive benefits package including Paid Time Off, a 401(k) matching program, annual incentive pay, paid holidays, and health, dental, and vision insurance. Additional benefits comprise health savings accounts, flexible spending accounts, adoption assistance, tuition reimbursement, and various associate banking perks. Eligibility for benefits varies by position. Are you ready to become part of something greater? At UMB, we recognize our employees as valuable individuals who contribute to our mission, encouraging one another while serving our community. Expect more than the ordinary; anticipate more heart and trust in your workplace. Count on being heard and provided with multiple career paths within UMB. UMB and its affiliates are committed to fostering a diverse and inclusive workplace. We provide equal opportunities for all employees and applicants without regard to race, color, religion, sex, national origin, age, disability, veteran status, or any other status protected by applicable law. If you require accommodations during the employment process due to a disability, please reach out to our talent acquisition team to convey your needs. We are more than a company; we are your partners in crafting a solid financial foundation for your success.

Created: 2026-03-04