Relationship Banking & Sales Specialist

UMB Bank; Iowa (LA); On-site; USD 30,000 - 43,000; Full time

Job summary

UMB Bank is seeking Personal Bankers who build customer relationships by recommending and selling products and services. You will learn UMB’s products and sales process through extensive training and mentor-led guidance, while contributing to a high-energy, customer-focused banking experience.

You will be involved in cross-sell conversations, workplace banking outreach, and ongoing client support, all within branch hours including some evenings and weekends.

Qualifications

• HS Diploma or equivalent required.
• At least 1 year of retail customer service and sales experience.
• Willing to obtain NMLS registration within 90 days.
• Able to work branch hours including weekends and some evenings.

Responsibilities

• Asking personalized questions to convert transactions and service requests into cross-sell conversations.
• Creating sales opportunities by calling leads and visiting businesses to offer workplace banking.
• Achieving daily key performance metrics while balancing priorities.
• Learning banking processes and maintaining documentation per industry and legal standards.
• Performing other duties as assigned.

Skills

Retail sales experience

Customer service

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking Personal Bankers who build customer relationships by recommending and selling products and services. You will learn UMB’s products and sales process through extensive training and mentor-led guidance, while contributing to a high-energy, customer-focused banking experience.

You will be involved in cross-sell conversations, workplace banking outreach, and ongoing client support, all within branch hours including some evenings and weekends.