Relationship Banking Associate — Growth & Solutions

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

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Medical, dental, vision, and other ins

Health savings accounts

Dependent care accounts

Tuition reimbursement

Wellbeing program

Associate emergency fund

Job summary

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships and provide financial solutions. You will leverage product knowledge to identify needs and offer services, while delivering an exceptional customer experience.

Extensive training on products and sales processes is provided, with opportunities to grow within Consumer Banking. You will work in a high-energy, sales-driven environment, calling leads, visiting businesses, and forming referral networks to

Qualifications

• HS Diploma or equivalent required.
• 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 of hire.

Responsibilities

• Asking personalized questions to convert transactions and service requests into cross-sell conversations.
• 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, cash drawer handling, and bank documentation per industry standards.
• Other job duties as assigned.

Skills

Customer service

Sales

Relationship building

Communication skills

Team collaboration

Education

HS Diploma or equivalent

Tools

NMLS registration

Job description

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships and provide financial solutions. You will leverage product knowledge to identify needs and offer services, while delivering an exceptional customer experience.

Extensive training on products and sales processes is provided, with opportunities to grow within Consumer Banking. You will work in a high-energy, sales-driven environment, calling leads, visiting businesses, and forming referral networks to