Relationship Banking & Solutions Advisor

UMB Financial Corporation; Prairie Village (KS); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Medical, dental, and vision insurance

Job summary

UMB Financial Corporation is seeking a Personal Banker to build customer relationships and recommend banking products and services. You’ll receive extensive training on UMB’s offerings and the sales process while working with leaders for mentorship.

You will convert transactions into cross-sell opportunities, call leads, visit workplaces, and develop referral networks while meeting performance metrics and complying with standards.

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.

Responsibilities

• Asking personalized questions to convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads and visiting businesses to offer workplace banking.
• Achieve daily performance metrics while balancing priorities.
• Learn processes like transactions, cash handling, and bank documentation per standards.

Skills

Sales driven

Product knowledge

Customer relationship building

Attention to detail

Communication skills

Education

HS Diploma

Job description

UMB Financial Corporation is seeking a Personal Banker to build customer relationships and recommend banking products and services. You’ll receive extensive training on UMB’s offerings and the sales process while working with leaders for mentorship.

You will convert transactions into cross-sell opportunities, call leads, visit workplaces, and develop referral networks while meeting performance metrics and complying with standards.