Relationship Banking Specialist

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

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance

Job summary

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships and actively recommend banking products and services. The role emphasizes cross-selling within a high-energy, sales-driven team, with thorough training on UMB products and the sales process.

The position requires a HS Diploma or equivalent and at least one year of retail experience with customer engagement and product recommendations.

Qualifications

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

Responsibilities

• Asking personalized questions to convert transactions and service requests into cross-sell conversations.
• Calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieving daily key performance metrics while balancing priorities.
• Learning processes like transactions, cash handling, and bank documentation to industry standards.
• Other job duties as assigned

Skills

Customer service

Sales experience

Communication

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build strong customer relationships and actively recommend banking products and services. The role emphasizes cross-selling within a high-energy, sales-driven team, with thorough training on UMB products and the sales process.

The position requires a HS Diploma or equivalent and at least one year of retail experience with customer engagement and product recommendations.