Relationship Banker: Launch Your Branch Banking Career

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

Benefits offered by this job

401(k) matching

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Tuition reimbursement

Employee wellbeing program

Job summary

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships, assess needs, and cross-sell products while delivering an exceptional banking experience. You will leverage product knowledge and personalized conversations to identify opportunities and provide financial solutions.

You will also learn the bank's processes, handle transactions, manage cash drawers, and comply with industry standards.

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.

Responsibilities

• Asking personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations that deepen client relationships while meeting the customers needs.
• Personally creating sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks
• Achieving daily key performance metrics while balancing competing priorities
• Learning processes like transactions, managing a cash drawer and completing bank documentation that you consistently perform according to industry and legal standards
• Other job duties as assigned

Skills

Customer service

Sales skills

Relationship building

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships, assess needs, and cross-sell products while delivering an exceptional banking experience. You will leverage product knowledge and personalized conversations to identify opportunities and provide financial solutions.

You will also learn the bank's processes, handle transactions, manage cash drawers, and comply with industry standards.