Personal Banker I: Relationship Builder & Sales Pro

UMB BANK NA; Scottsdale (AZ); On-site; USD 24,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings account

Dependent care accounts

Tuition reimbursement

Wellbeing program

Associate banking benefits

Job summary

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend products, and drive cross-sell conversations across branch locations in Arizona. You will receive training on UMB's products, sales process, and financial solutions to help customers achieve their financial goals.

The role requires a HS diploma, retail experience, and the ability to obtain NMLS registration within 90 days.

Qualifications

• HS diploma or equivalent is required.
• Experience in a retail environment with product recommendations helps.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell opportunities.
• Call leads, visit businesses, and develop referral networks for workplace banking.
• Achieve daily KPIs while balancing priorities and accurately processing banking documents.
• Follow processes for transactions, cash handling, and regulatory-compliant banking practices.
• Perform other duties as assigned.

Skills

Sales

Customer service

Cross-sell conversations

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend products, and drive cross-sell conversations across branch locations in Arizona. You will receive training on UMB's products, sales process, and financial solutions to help customers achieve their financial goals.

The role requires a HS diploma, retail experience, and the ability to obtain NMLS registration within 90 days.