Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs
• Build customer relationships through proactive conversations and outreach
• Understand customer needs and connect them with relevant banking products, services, and solutions
• Identify opportunities, promote solutions, and make appropriate referrals to support branch growth
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Coordinate handoffs to licensed bankers and other specialists
• Flex between cash handling and customer banking activities

Personal Banker

• Coordinate the daily operation of assigned phone-banking programs
• Conduct shift launches covering approved scripts, call lists, goals, schedules, compliance requirements, and reporting expectations
• Assign call lists and ensure employees have access to necessary systems, equipment, and materials
• Train Phone Bankers on approved scripts, phone-banking platforms, data entry, voter-contact procedures, confidentiality, and workplace expectations
• Supervise, schedule, coach, and motivate assigned employees
• Monitor calls, contacts, responses, conversion rates, data quality, and other performance measures
• Observe calls and review results to provide feedback, support, and retraining
• Conduct shift debriefings and communicate operational concerns, trends, or resource needs to management
• Contact community members by telephone and model effective outreach practices when needed
• Use approved scripts, talking points, and program materials
• Review employee data entries for accuracy, completeness, and timeliness
• Use VAN, PDI, predictive dialers, spreadsheets, databases, or other designated platforms
• Maintain staffing, shift, performance, incident, and program records
• Prepare and submit daily, weekly, and campaign reports
• Monitor employee timekeeping records and follow up on missing or inaccurate entries
• Protect confidential employee, voter, supporter, community, and organizational information
• Follow voter-contact, privacy, communications, data-security, and program requirements
• Report suspected data-quality, confidentiality, payroll, performance, conduct, or compliance concerns
• Foster a professional, respectful, inclusive, and accountable team environment
• Perform other related duties as assigned

Phone Banker Lead

• Build customer relationships and recommend and sell financial products and services
• Ask personalized questions to understand customers’ financial goals and connect them with suitable solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans, unsecured personal loans, auto loans, and mortgage referrals
• Source consumer lending opportunities through networking, customer conversations, business development, and proactive sourcing
• Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing priorities and delivering a strong customer experience
• Perform other duties as assigned

Personal Banker II

• Ask personalized questions to understand customers’ financial goals and connect them with appropriate solutions
• Create and manage a loan pipeline, focusing on prospecting and cross-selling home equity loans and lines of credit, unsecured personal loans, auto loans, and mortgage referrals
• Create sales opportunities and grow UMB’s customer base through networking, customer conversations, business development, and proactive sourcing
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Track and challenge daily key performance metrics while balancing priorities and delivering a strong customer experience
• Perform other duties as assigned

• Develop and execute strategies to drive Mass Affluent client acquisition, outreach, and retention
• Generate and manage leads and hold client appointments virtually
• Use needs-based and consultative conversations to position bank products and services
• Develop and maintain internal partnerships to drive revenue, acquisition, and growth
• Manage risk and maximize profitability across the client portfolio
• Deliver a differentiated client experience from acquisition through onboarding and servicing
• Maintain proactive, timely, accurate, and complete sales/client relationship management administration
• Execute team processes including pre-call planning, post-call debriefs, and relationship reviews
• Coordinate ecosystem partners and bring in experts based on client needs
• Deliver tailored Financial Wellness solutions
• Translate client insights and sales tools into actionable sales strategies and convert sales opportunities
• Lead collaboration with ecosystem partners and develop ecosystem leadership outside the branch
• Own client relationships, deliverables, and client penetration goals
• Deliver the Mass Affluent Advice and Planning value proposition through a joint Banking and Investing partnership with a PNC Financial Advisor
• Provide proactive and responsive service to meet client goals

Premier Banker

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build customer relationships through proactive conversations supporting financial well-being
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Drive branch growth by identifying opportunities, promoting solutions, and making referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities and process transactions accurately
• Use digital tools and technologies to enhance customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Support branch operations across assigned Phoenix-area locations

• Engage clients in the lobby to educate and assist with transactions through mobile banking, online banking, and ATM self-service resources
• Accurately and efficiently process cash transactions
• Conduct deep conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and operational excellence standards
• Build client relationships to meet financial needs
• Partner with experts in small business, lending, and investments
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

Relationship Banker

• Engage clients in the lobby and educate them about self-service resources
• Assist clients with mobile banking, online banking, and ATM transactions
• Accurately and efficiently process cash transactions
• Hold in-depth conversations to understand clients’ financial and life priorities
• Connect clients to solutions that meet their financial goals
• Execute the bank’s risk culture and strive for operational excellence
• Build relationships with clients to meet financial needs
• Follow established processes, guidelines, laws, and regulations
• Partner with small business, lending, and investment experts to grow business knowledge and networks
• Manage financial center traffic, appointments, and outbound calls
• Drive the client experience
• Manage cash responsibilities

• Provide personalized banking support across multiple branch locations within an assigned geographic area
• Cover banker and teller absences and temporarily fill open positions as needed
• Adapt to new branch environments, teams, and customer needs while maintaining service quality and bank standards
• Build lasting customer relationships through proactive conversations supporting financial well-being
• Lead discovery-driven conversations to understand customer needs and connect them with banking products, services, and solutions
• Identify opportunities, promote solutions, and make referrals to meet customer and business goals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities while maintaining compliance and operational standards
• Use digital tools and technologies to enhance the customer experience
• Deliver accurate, compliant service within defined risk controls
• Collaborate with branch teammates to coordinate handoffs to licensed bankers and specialists
• Flex between cash handling and customer banking activities to support branch operations

Roving Personal Banker

• Acquire new affluent consumer and business customers through strategic outreach, referrals, and planned appointments
• Deepen existing customer relationships
• Lead discovery-driven conversations to understand customer goals
• Deliver tailored banking and credit strategies across deposits, lending, and investments
• Serve as the primary financial partner providing comprehensive, multi-product guidance and ongoing reviews
• Coordinate warm introductions and integrated solutions with Wealth, Home Lending, and Business Banking partners
• Convert qualified opportunities into closed outcomes
• Educate customers on self-service and mobile banking options
• Advise branch colleagues on relationship development and complex client needs
• Maintain accurate documentation, exercise sound judgment, escalate issues, and follow policies and regulations
• Manage and grow a defined book of business
• Support customers with everyday banking needs, including opening accounts and handling service requests

Banker jobs in Arizona

Personal Banker

Phone Banker Lead

Personal Banker II

Personal Banker II

Premier Banker

Personal Banker

Relationship Banker

Relationship Banker

Roving Personal Banker

Senior Premier Banker