Relationship Banking Pro & Financial Solutions

Umb-Financial-Corporation; Kansas City (MO); On-site; USD 45,000 - 66,000; Full time

Benefits offered by this job

401(k) matching

Paid time off

Medical, dental, vision

Job summary

UMB Financial Corporation in Kansas City seeks a Personal Banker to build relationships, understand customer goals, and offer financial solutions. The role emphasizes proactive selling of home equity, personal loans, auto loans, and mortgage referrals while delivering an outstanding customer experience.

You’ll learn UMB products, sales processes, and banking documentation, with coaching from leaders. A high-energy, customer-focused mindset is essential.

Qualifications

• HS Diploma or equivalent is required.
• Two years of retail banking sales experience or related experience.
• Ability to obtain NMLS registration within 90 days.
• Strong communication and relationship-building skills.
• Bilingual is a plus.

Responsibilities

• Asking personalized questions to convert every customer interaction into an opportunity to learn more about their financial goals.
• Individually creating and managing a successful loan pipeline with strong closing conversions through prospecting and cross-selling loans.
• Creating sales opportunities and growing the customer base using product knowledge and referrals.
• Learning processes like transactions, cash drawer handling, and bank documentation to standards.
• Challenging daily KPIs while delivering exceptional customer experience.

Skills

Retail banking sales

Business development

Customer relationships

NMLS registration target

Education

HS Diploma or equivalent

College degree preferred

Job description

UMB Financial Corporation in Kansas City seeks a Personal Banker to build relationships, understand customer goals, and offer financial solutions. The role emphasizes proactive selling of home equity, personal loans, auto loans, and mortgage referrals while delivering an outstanding customer experience.

You’ll learn UMB products, sales processes, and banking documentation, with coaching from leaders. A high-energy, customer-focused mindset is essential.