Relationship Banker: Grow Customers & Solutions

UMB Financial Corporation; Aurora (CO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Medical insurance

Dental insurance

Vision insurance

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking a Personal Banker to grow customer relationships through consultative sales of banking products and services. You’ll receive training on UMB’s offerings and work closely with leaders to develop expertise in financial solutions for clients.

The role emphasizes personalized questions, workplace banking outreach, and building referral networks while maintaining accuracy in daily banking tasks and compliance with industry standards.

Qualifications

• HS Diploma or equivalent required.
• At least 1 year of experience in a retail environment with customer interactions and product recommendations.

Responsibilities

• Convert transactions and service requests into cross-sell conversations to deepen client relationships.
• Call leads, visit businesses for workplace banking, and build referral networks.
• Meet daily KPIs while balancing priorities and ensuring accuracy in bank documentation.

Skills

Sales experience

Customer service

Communication skills

Attention to detail

Problem solving

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to grow customer relationships through consultative sales of banking products and services. You’ll receive training on UMB’s offerings and work closely with leaders to develop expertise in financial solutions for clients.

The role emphasizes personalized questions, workplace banking outreach, and building referral networks while maintaining accuracy in daily banking tasks and compliance with industry standards.