Relationship Banker: Grow Clients’ Financial Lives

UMB Bank

Arnold (MO)

On-site

USD 38,916 - 57,244

Full time

14 days+
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Job summary

UMB Bank is seeking Personal Bankers who excel at building relationships and recommending products to help customers achieve financial well-being. You’ll leverage product knowledge and interactions to identify needs and offer tailored financial solutions while delivering exceptional customer experiences.

In this role, you’ll receive extensive training on UMB's products and sales processes, work closely with leaders, and grow within Consumer Banking as you develop skills in account services,

Qualifications

  • HS Diploma or equivalent.
  • About one year of retail experience with customers and making product recommendations.
  • Ability to obtain NMLS registration within 90 days.

Responsibilities

  • Convert transactions and routine service requests into cross-sell conversations.
  • Create sales opportunities by calling leads and visiting businesses for workplace banking.
  • Achieve daily performance metrics while balancing priorities.
  • Learn processes like transactions, cash handling, and bank documentation per standards.
  • Other duties as assigned.

Skills

Sales
Customer relationships
Product knowledge
Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking Personal Bankers who excel at building relationships and recommending products to help customers achieve financial well-being. You’ll leverage product knowledge and interactions to identify needs and offer tailored financial solutions while delivering exceptional customer experiences.

In this role, you’ll receive extensive training on UMB's products and sales processes, work closely with leaders, and grow within Consumer Banking as you develop skills in account services,

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