Relationship Banking Specialist

UMB Financial Corporation; Centennial (CO); On-site; USD 28,000 - 36,000; Full time

Benefits offered by this job

PTO

401(k) match

Incentive pay

Medical/dental/vision

Tuition assistance

Job summary

UMB Financial Corporation in Centennial, Colorado is seeking Personal Bankers who build strong client relationships, apply product knowledge, and offer financial solutions to help customers achieve financial well-being. You will join a sales‑driven team focused on delivering exceptional service and appropriate recommendations.

You will convert routine requests into cross‑sell opportunities, grow workplace banking referrals, and meet daily KPIs while maintaining accuracy and compliance.

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.
• 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 key performance metrics while balancing competing priorities.
• Learning processes like transactions, managing a cash drawer and completing bank documentation in line with industry standards.
• Other job duties as assigned.

Skills

Customer relationships

Sales

Product knowledge

Communication

Education

High School Diploma or equivalent

Job description

UMB Financial Corporation in Centennial, Colorado is seeking Personal Bankers who build strong client relationships, apply product knowledge, and offer financial solutions to help customers achieve financial well-being. You will join a sales‑driven team focused on delivering exceptional service and appropriate recommendations.

You will convert routine requests into cross‑sell opportunities, grow workplace banking referrals, and meet daily KPIs while maintaining accuracy and compliance.