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

Paid holidays

Tuition reimbursement

Job summary

UMB Bank is seeking a Personal Banker to build customer relationships and recommend financial solutions. You will develop cross-sell opportunities through personalized questions, calls, and branch visits while meeting daily metrics and performing routine banking tasks.

Qualifications include a HS diploma and about a year of retail experience; you must be able to obtain NMLS within 90 days. This is a branch-based role with typical banking hours.

Qualifications

• HS diploma or equivalent required.
• Minimum 1 year of retail customer interaction or sales experience.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to turn transactions into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses for workplace banking.
• Hit daily performance metrics while balancing priorities.
• Learn processes like cash handling and bank documentation per standards.
• Perform other duties as assigned.

Skills

Customer service

Sales

Communication

Attention to detail

Education

High school diploma

Job description

UMB Bank is seeking a Personal Banker to build customer relationships and recommend financial solutions. You will develop cross-sell opportunities through personalized questions, calls, and branch visits while meeting daily metrics and performing routine banking tasks.

Qualifications include a HS diploma and about a year of retail experience; you must be able to obtain NMLS within 90 days. This is a branch-based role with typical banking hours.