Relationship Banker: Build Client Wealth & Solutions

UMB Bank

Denver (CO)

On-site

USD 39,000 - 57,000

Full time

12 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching program
annual incentive pay
paid holidays
medical, dental, vision, and other ins
health savings, flexible spending, and
dependent care accounts
adoption assistance
employee assistance program
fitness reimbursement
tuition reimbursement
associate wellbeing program
associate emergency fund
various associate banking benefits

Job summary

UMB Bank is seeking Personal Bankers who build strong customer relationships and upsell products to help clients achieve financial well-being. You will use product knowledge and daily coaching to identify needs and offer tailored financial solutions.

You’ll train on UMB’s products, work with leadership, and contribute to a high-energy, sales-driven team environment while maintaining customer service excellence.

Qualifications

  • HS Diploma or equivalent.
  • At least 1 year of retail experience with customers and product recommendations leading to sales.
  • Ability to obtain NMLS registration within 90 days.
  • Reliable transportation and availability for branch hours, weekends, and some evenings.

Responsibilities

  • Ask personalized questions to convert transactions and routine service requests into cross-sell opportunities.
  • Call leads, visit businesses for workplace banking, and develop referral networks.

Skills

Customer service
Sales skills
Communication
Attention to detail
Retail experience
NMLS readiness
Reliable transportation

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking Personal Bankers who build strong customer relationships and upsell products to help clients achieve financial well-being. You will use product knowledge and daily coaching to identify needs and offer tailored financial solutions.

You’ll train on UMB’s products, work with leadership, and contribute to a high-energy, sales-driven team environment while maintaining customer service excellence.

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