Relationship Banker: Financial Solutions & Growth

UMB Bank; Phoenix (AZ); 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’s Personal Bankers are experts at building customer relationships and recommending and selling products and services to help customers secure their financial well-being while making banking easy.

As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions, with mentorship from leaders to grow your career within Consumer banking.

Qualifications

• HS Diploma or equivalent.
• One year of experience in a retail environment with customer interaction and product recommendations.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions and service requests into cross-sell opportunities.
• Create sales opportunities by calling leads, visiting businesses, and developing referrals.
• Meet daily performance metrics while handling competing priorities.
• Learn processes like cash handling and bank documentation to industry standards.
• Other job duties as assigned.

Skills

Customer service

Sales

Communication

Attention to detail

Time management

Education

High school diploma

Tools

NMLS registration

Job description

UMB’s Personal Bankers are experts at building customer relationships and recommending and selling products and services to help customers secure their financial well-being while making banking easy.

As a Personal Banker, you’ll receive extensive training on UMB’s products and services, the sales process, and offering financial solutions, with mentorship from leaders to grow your career within Consumer banking.