Relationship Banking Associate

UMB Bank, N.A.; Leawood (KS); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Health insurance

401(k) matching

Paid time off

Job summary

UMB Bank, N.A. is seeking a Personal Banker who excels in a fast-paced, sales-driven environment. You will build relationships, understand customer needs, and recommend financial solutions while maintaining high service standards.

You will participate in cross-sell opportunities, work with leads and referrals, and support clients with a broad range of banking products and services. The role requires flexibility in branch hours, including weekends and some evenings.

Qualifications

• HS diploma or equivalent is required.
• One year of experience in a retail environment engaging with customers and making product recommendations leading to sales is preferred.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily KPIs while balancing competing priorities.
• Learning processes like transactions, cash drawer management, and bank documentation.

Skills

Sales skills

Customer service

Product knowledge

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank, N.A. is seeking a Personal Banker who excels in a fast-paced, sales-driven environment. You will build relationships, understand customer needs, and recommend financial solutions while maintaining high service standards.

You will participate in cross-sell opportunities, work with leads and referrals, and support clients with a broad range of banking products and services. The role requires flexibility in branch hours, including weekends and some evenings.