Relationship Banking Specialist

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

Benefits offered by this job

401(k) matching

Paid Time Off

Health insurance

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking a Personal Banker to deepen client relationships through personalized questions, cross-sell opportunities, and workplace banking outreach. You will learn UMB products and sales processes, while handling transactions, account maintenance, and documentation in a fast-paced environment.

You should bring at least a HS diploma and retail experience, with strong communication and problem-solving skills.

Qualifications

• Experience in a retail environment engaging with customers and making product recommendations
• Ability to obtain NMLS registration within 90 days
• Strong communication and problem-solving skills

Responsibilities

• Convert transactions and service requests into cross-sell opportunities
• Call leads, visit businesses, and develop referral networks
• Meet daily performance metrics while handling multiple priorities
• Learn banking processes and maintain documentation to standard
• Support customers with financial solutions and product recommendations

Skills

Retail sales

Customer service

Relationship building

Communication

Education

HS Diploma or equivalent

Tools

NMLS registration (within 90 days)

Job description

UMB Financial Corporation is seeking a Personal Banker to deepen client relationships through personalized questions, cross-sell opportunities, and workplace banking outreach. You will learn UMB products and sales processes, while handling transactions, account maintenance, and documentation in a fast-paced environment.

You should bring at least a HS diploma and retail experience, with strong communication and problem-solving skills.