Relationship Banker - Financial Solutions & Growth

UMB Bank; Lenexa (KS); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Paid Time Off

Health insurance

Job summary

UMB is seeking Personal Bankers who build customer relationships and offer financial solutions within a branch environment. You will receive training on UMB’s products, work closely with leaders, and develop sales skills to help customers achieve financial well-being.

Daily tasks include asking personalized questions to reveal needs, creating sales opportunities by calling leads and visiting businesses, and maintaining rigorous accuracy in cash handling and documentation.

Qualifications

• Experience in retail environment engaging with customers and making product recommendations that lead to sales.
• Strong interpersonal and communication skills to advise customers on financial solutions.
• Ability to meet daily performance metrics and handle branch responsibilities with accuracy.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell opportunities.
• Creating sales opportunities by calling leads and visiting businesses.
• Developing referral networks to expand customer relationships.
• Learning processes like transactions, cash drawer management and bank documentation.

Skills

Customer relations

Sales

Communication

Education

HS Diploma or equivalent

Job description

UMB is seeking Personal Bankers who build customer relationships and offer financial solutions within a branch environment. You will receive training on UMB’s products, work closely with leaders, and develop sales skills to help customers achieve financial well-being.

Daily tasks include asking personalized questions to reveal needs, creating sales opportunities by calling leads and visiting businesses, and maintaining rigorous accuracy in cash handling and documentation.