Banking Relationship Advisor

UMB Bank; Raton (NM); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Health insurance

Health savings accounts

Flexible spending accounts

Dependent care accounts

Tuition reimbursement

Employee assistance program

Wellbeing program

Job summary

UMB Bank is seeking a Personal Banker to build trusted relationships, assess customer needs, and offer financial solutions. You'll learn UMB's products, support the sales process, and deliver an exceptional customer experience in a branch setting.

In this role you will convert transactions into cross-sell opportunities, call leads, visit local businesses, and maintain high daily performance while adhering to industry and legal standards. Weekend/evening hours may be 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.

Responsibilities

• Asking personalized questions to convert transactions 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 processes like transactions, managing a cash drawer, and completing bank documentation.
• Other job duties as assigned

Skills

Customer relationships

Sales skills

Product knowledge

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker to build trusted relationships, assess customer needs, and offer financial solutions. You'll learn UMB's products, support the sales process, and deliver an exceptional customer experience in a branch setting.

In this role you will convert transactions into cross-sell opportunities, call leads, visit local businesses, and maintain high daily performance while adhering to industry and legal standards. Weekend/evening hours may be required.