Relationship Banker: Grow Clients & Sell Solutions

UMB Financial Corporation; Independence (MO); 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 Financial Corporation's Personal Bankers build customer relationships by recommending and selling products and services to support customers' financial well-being. They use product knowledge to identify needs and deliver financial solutions, while contributing to an exceptional customer experience.

The role involves asking personalized questions to create cross-sell opportunities, calling leads, visiting businesses for workplace banking, and developing referrals, all while meeting

Qualifications

• HS Diploma or equivalent required.
• At least 1 year of retail customer experience with product recommendations leading to sales.
• Willingness to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations.
• Call leads, visit businesses for workplace banking, and develop referral networks.
• Hit daily performance metrics while managing multiple priorities.
• Learn bank processes and complete documentation per industry standards.
• Perform other duties as assigned.

Skills

Retail sales experience

Customer service

Product knowledge

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation's Personal Bankers build customer relationships by recommending and selling products and services to support customers' financial well-being. They use product knowledge to identify needs and deliver financial solutions, while contributing to an exceptional customer experience.

The role involves asking personalized questions to create cross-sell opportunities, calling leads, visiting businesses for workplace banking, and developing referrals, all while meeting