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 and engagement
• 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 customer experience
• Deliver accurate, compliant service using sound judgment within defined risk controls
• Coordinate handoffs to licensed bankers or other specialists
• Support branch operations by flexing between cash handling and customer banking activities

Roving Personal 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 lasting customer relationships through proactive conversations
• Conduct discovery-driven conversations to understand customer needs
• Connect customers with relevant banking products, services, and solutions
• Drive branch growth through opportunity identification, solution promotion, and referrals
• Support account openings, service requests, and credit applications
• Perform cash handling and teller line activities
• Process transactions accurately 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

• Build customer relationships and recommend and sell financial products and services
• Identify customer needs and offer financial solutions
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Work closely with UMB leaders and participate in training and mentorship
• Perform other duties as assigned

Personal Banker

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned
• Build customer relationships and recommend and sell products and services
• Work closely with UMB leaders through training, mentorship, and coaching

• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions
• Convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Call leads, visit businesses to offer workplace banking, and develop referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Deepen client relationships while meeting customer needs
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned
• Build customer relationships and recommend and sell banking products and services
• Work closely with UMB leaders through training, coaching, and mentorship

• Serve as a full-service, single point of contact in the branch for customers’ financial needs
• Provide exceptional customer service in both teller transactions and account management
• Serve customers quickly, accurately, efficiently, and confidentially according to service standards
• Identify customer needs and expand customer relationships through referrals
• Explain bank products, services, policies, procedures, benefits, fees, and regulations
• Process savings, checking, and loan account transactions
• Maintain an orderly work area and balance transactions daily
• Cash checks, process savings withdrawals, sell certified checks, and service or balance ATMs
• Utilize branch capture systems and follow operational, security, audit, and workflow procedures
• Open new deposit accounts and handle stop payments, wire transfers, and other account maintenance functions
• Resolve customer problems and complaints and direct complex issues to appropriate assistance
• Maintain accurate and timely branch records, reports, and correspondence
• Float to different offices in the area to accommodate staffing needs
• May guide and train new tellers and assist with vault responsibilities
• Perform other duties as assigned

Floating Universal Banker

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Build customer relationships and recommend and sell banking products and services
• Identify customer needs and offer financial solutions
• Perform other duties as assigned

• Build customer relationships and recommend and sell products and services
• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses for workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Perform other duties as assigned

• Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieve daily key performance metrics while balancing competing priorities
• Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
• Build customer relationships and recommend and sell products and services
• Identify customer needs and offer financial solutions
• Perform other duties as assigned