Relationship Banker — Build Finances & Solutions

UMB Bank; Michigan; On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical/dental/vision insurance

Tuition reimbursement

Job summary

UMB Bank is seeking Personal Bankers who build relationships, recommend and sell financial products, and help customers achieve financial well‑being. The role emphasizes converting interactions into cross-sell opportunities and delivering outstanding customer service.

As a Personal Banker, you’ll receive extensive product training, work with leaders, and develop referral networks while meeting branch hours including some weekends and evenings.

Qualifications

• Strong sales orientation with ability to convert interactions into cross-sell opportunities.
• Excellent customer service with ability to identify needs and offer financial solutions.
• Clear verbal and written communication to explain features and benefits.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses.
• Achieve daily performance metrics while balancing priorities.
• Learn banking processes and adhere to industry and legal standards.
• Perform other duties as assigned.

Skills

Sales skills

Customer service

Product knowledge

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking Personal Bankers who build relationships, recommend and sell financial products, and help customers achieve financial well‑being. The role emphasizes converting interactions into cross-sell opportunities and delivering outstanding customer service.

As a Personal Banker, you’ll receive extensive product training, work with leaders, and develop referral networks while meeting branch hours including some weekends and evenings.