Relationship Banking Specialist

UMB Bank; Lubbock (TX); On-site; USD 39,000 - 57,000; Full time

Job summary

UMB Bank is seeking a Personal Banker in Texas to build strong customer relationships, recommend financial solutions, and drive sales while maintaining compliance and accuracy. You’ll train on UMB products, work closely with leadership, and contribute to a high-energy, service-driven environment.

The role focuses on personalized banking conversations, workplace banking outreach, and referral network development, with weekend and evening hours common.

Qualifications

• HS Diploma or equivalent.
• 1 year of experience in a retail environment engaging with customers and making product recommendations leading to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Asking personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• 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, managing a cash drawer and bank documentation to standards.
• Other duties as assigned.

Skills

Sales

Customer service

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker in Texas to build strong customer relationships, recommend financial solutions, and drive sales while maintaining compliance and accuracy. You’ll train on UMB products, work closely with leadership, and contribute to a high-energy, service-driven environment.

The role focuses on personalized banking conversations, workplace banking outreach, and referral network development, with weekend and evening hours common.