Relationship Banking Specialist

UMB Bank; Fresno (CA); On-site; USD 33,000 - 34,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Health savings account

Job summary

UMB Bank is seeking a Personal Banker to build customer relationships and recommend and sell banking products and services. You will use product knowledge and interactions to identify needs and offer financial solutions, helping customers achieve financial well-being.

UMB’s branches offer opportunities to grow in Consumer banking with extensive training on products, sales processes, and mentorship from leaders.

Qualifications

• HS Diploma or equivalent required.
• Experience in a retail environment engaging with customers and making product recommendations that lead to sales or relevant experience.

Responsibilities

• Asking personalized questions to convert transactions and routine service requests into cross-sell conversations that deepen client relationships while meeting customer needs.
• Personally creating sales opportunities by 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, cash drawer management, and bank documentation to industry and legal standards.
• Other job duties as assigned.

Skills

Customer relationship

Sales skills

Communication

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker to build customer relationships and recommend and sell banking products and services. You will use product knowledge and interactions to identify needs and offer financial solutions, helping customers achieve financial well-being.

UMB’s branches offer opportunities to grow in Consumer banking with extensive training on products, sales processes, and mentorship from leaders.