Relationship Banker I: Build Clients, Grow Your Career

UMB Financial Corporation; Kansas; On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Health insurance

Paid time off

Holiday pay

Job summary

UMB Financial Corporation is seeking a Personal Banker to build customer relationships and recommend banking products. You will use product knowledge to identify needs and offer financial solutions, while delivering an exceptional customer experience.

You will train on UMB’s products and sales process, work with leaders for mentorship, and develop skills in workplace banking and referrals. The role requires energy, attention to detail, and a customer-first mindset.

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Convert transactions, account maintenance and routine service requests into cross-sell conversations that deepen client relationships.
• Call leads, visit businesses to offer workplace banking, and develop referral networks to create sales opportunities.
• Meet daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, cash drawer management and bank documentation to industry and legal standards.

Skills

Customer service

Sales

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build customer relationships and recommend banking products. You will use product knowledge to identify needs and offer financial solutions, while delivering an exceptional customer experience.

You will train on UMB’s products and sales process, work with leaders for mentorship, and develop skills in workplace banking and referrals. The role requires energy, attention to detail, and a customer-first mindset.