Personal Banker: Relationship & Sales Specialist

UMB Bank, N.A.; Centennial (CO); On-site; USD 26,000 - 37,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance

Job summary

UMB Bank, N.A. is seeking a Personal Banker in Centennial, CO to build customer relationships and recommend financial solutions.

You will use product knowledge to identify needs and help clients secure their financial well-being, while delivering an exceptional customer experience. Requirements include a HS diploma, at least 1 year of retail customer-facing experience, reliable transportation, and the ability to obtain NMLS registration within 90 days.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.
• Reliable transportation and ability to work branch hours, including weekends and some evenings.

Responsibilities

• Asking personalized questions to convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses, and developing referral networks.
• Achieve daily key performance metrics while balancing priorities.
• Learn processes like transactions, cash handling, and bank documentation per standards.
• Other duties as assigned.

Skills

HS Diploma or equivalent

Retail experience

NMLS readiness

Job description

UMB Bank, N.A. is seeking a Personal Banker in Centennial, CO to build customer relationships and recommend financial solutions.

You will use product knowledge to identify needs and help clients secure their financial well-being, while delivering an exceptional customer experience. Requirements include a HS diploma, at least 1 year of retail customer-facing experience, reliable transportation, and the ability to obtain NMLS registration within 90 days.