Relationship Banking Specialist

UMB Financial Corporation; Rio Rancho (NM); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

401(k) matching

Paid Time Off

Medical, dental, vision coverage

Employee assistance program

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, recommend products, and deliver financial solutions. You’ll receive training on UMB’s products and sales process, and collaborate with leaders to grow your career in consumer banking.

You’ll convert routine service requests into cross-sell opportunities, call leads, visit businesses, and work toward daily sales metrics while adhering to industry standards.

Qualifications

• Convert transactions into cross-sell conversations to deepen client relationships.
• Build upon customers' needs and make financial recommendations.

Responsibilities

• Convert transactions into cross-sell conversations to deepen client relationships.
• Call leads, visit businesses to offer workplace banking, and develop referral networks.
• Achieve daily key performance metrics while balancing priorities.
• Learn processes like transactions, cash drawer handling, and bank documentation.
• Other duties as assigned.

Skills

Cross-selling conversations

Customer relationship building

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build customer relationships, recommend products, and deliver financial solutions. You’ll receive training on UMB’s products and sales process, and collaborate with leaders to grow your career in consumer banking.

You’ll convert routine service requests into cross-sell opportunities, call leads, visit businesses, and work toward daily sales metrics while adhering to industry standards.