Relationship Banking Specialist

UMB Bank; Dubuque (IA); On-site; USD 38,916 - 57,244; Full time

Job summary

UMB Bank in Dubuque, IA seeks a Personal Banker to build customer relationships, understand financial needs, and recommend products and services. You will receive extensive training on UMB’s offerings and work closely with leaders to grow your career in consumer banking.

In this role, you’ll convert transactions into cross-sell conversations, call leads, visit local businesses, and develop referral networks while meeting daily metrics and ensuring compliance with bank standards.

Qualifications

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

Responsibilities

• Ask personalized questions to convert transactions and routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses, and developing referral networks.
• Achieve daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, cash drawer management, and bank documentation per industry standards.
• Perform other duties as assigned.

Skills

Sales-driven

Customer-relationships

Product-knowledge

Communication

Attention-to-detail

Education

HS Diploma or equivalent

Job description

UMB Bank in Dubuque, IA seeks a Personal Banker to build customer relationships, understand financial needs, and recommend products and services. You will receive extensive training on UMB’s offerings and work closely with leaders to grow your career in consumer banking.

In this role, you’ll convert transactions into cross-sell conversations, call leads, visit local businesses, and develop referral networks while meeting daily metrics and ensuring compliance with bank standards.