Personal Banker & Financial Solutions Specialist

UMB Bank, N.A.; Denver (CO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Medical, dental, vision insurance

Paid Time Off

Job summary

UMB Bank, N.A. in the Denver area is seeking a Personal Banker to deepen client relationships by understanding financial needs and offering tailored solutions.

You''ll learn UMB''s products through extensive training, work with branch leaders, and contribute to an excellent customer experience. Daily tasks include asking targeted questions to turn transactions into cross-sell opportunities, visiting businesses for workplace banking, and building referrals while meeting sales goals and

Qualifications

• HS Diploma or equivalent.
• 1 year of retail experience with customer engagement leading to sales.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell opportunities.
• Call leads, visit businesses, and develop referral networks.
• Meet daily performance metrics while balancing priorities.
• Learn banking processes and complete documentation per industry standards.
• Perform other duties as assigned.

Skills

Customer service

Sales

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Bank, N.A. in the Denver area is seeking a Personal Banker to deepen client relationships by understanding financial needs and offering tailored solutions.

You''ll learn UMB''s products through extensive training, work with branch leaders, and contribute to an excellent customer experience. Daily tasks include asking targeted questions to turn transactions into cross-sell opportunities, visiting businesses for workplace banking, and building referrals while meeting sales goals and