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

Health insurance

Paid time off

Tuition reimbursement

Job summary

UMB Financial Corporation in Denver, CO is seeking a Personal Banker to drive relationship banking by understanding customer needs and recommending financial solutions. You will be part of a dynamic, sales‑driven team, delivering trusted advice and seamless service.

You will learn UMB products and sales processes while helping customers with everyday banking needs and cross-sell opportunities, in a branch environment that values education, mentorship, and continuous improvement.

Qualifications

• One year of experience in a retail environment engaging with customers and making product recommendations that lead to sales.
• Strong communication and problem-solving skills to build relationships and offer solutions.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations and deepen client relationships.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily KPIs while balancing competing priorities.
• Learning processes like transactions, cash drawer handling, and bank documentation per industry and legal standards.
• Other duties as assigned.

Skills

Retail sales experience

Customer service

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation in Denver, CO is seeking a Personal Banker to drive relationship banking by understanding customer needs and recommending financial solutions. You will be part of a dynamic, sales‑driven team, delivering trusted advice and seamless service.

You will learn UMB products and sales processes while helping customers with everyday banking needs and cross-sell opportunities, in a branch environment that values education, mentorship, and continuous improvement.