Relationship Banking Specialist

UMB Bank

Iowa (LA)

On-site

USD 39,000 - 57,000

Full time

6 days ago
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Benefits offered by this job

Paid Time Off
401(k) matching
Paid holidays
Health insurance

Job summary

UMB Bank is seeking Personal Bankers who build strong customer relationships, identify needs, and recommend financial solutions to help clients secure their financial well‑being.

You’ll receive extensive training on our products and sales process, work closely with leaders, and develop your career in a fast‑paced, sales‑driven environment. Weekend and evening hours may apply, with a focus on delivering exceptional service.

Qualifications

  • HS Diploma or equivalent required.
  • Minimum one year of retail experience engaging customers.
  • Ability to obtain NMLS registration within 90 days.
  • Strong product knowledge and sales acumen.

Responsibilities

  • Ask personalized questions to convert transactions into cross-sell conversations.
  • Call leads, visit businesses to offer workplace banking, and develop referral networks.
  • Hit daily KPI targets while balancing competing priorities.
  • Learn and perform banking processes, cash handling, and documentation.
  • Perform other duties as assigned.

Skills

Retail banking experience
Sales-focused
Customer service
Communicative skills

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking Personal Bankers who build strong customer relationships, identify needs, and recommend financial solutions to help clients secure their financial well‑being.

You’ll receive extensive training on our products and sales process, work closely with leaders, and develop your career in a fast‑paced, sales‑driven environment. Weekend and evening hours may apply, with a focus on delivering exceptional service.

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