Relationship Banker: Sales, Solutions & Growth

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

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings account

Job summary

UMB Bank is seeking a Personal Banker in the United States (Clive, IA area) to build trusted relationships with customers and offer financial solutions. You will learn UMB’s products and sales processes to help clients achieve financial well-being while delivering an exceptional customer experience.

The role emphasizes relationship banking, referrals, and teamwork within a fast-paced, energetic environment.

Qualifications

• HS Diploma or equivalent is required.
• One 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

• Asking personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily performance metrics while balancing competing priorities.
• Learn processes like transactions, managing a cash drawer and completing bank documentation in line with industry standards.
• Other duties as assigned.

Skills

Customer service

Sales

Relationship building

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker in the United States (Clive, IA area) to build trusted relationships with customers and offer financial solutions. You will learn UMB’s products and sales processes to help clients achieve financial well-being while delivering an exceptional customer experience.

The role emphasizes relationship banking, referrals, and teamwork within a fast-paced, energetic environment.