Relationship Banking Specialist

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

Benefits offered by this job

401(k) matching

Paid Time Off

Annual incentive pay

Health insurance

Tuition reimbursement

Wellbeing program

Employee assistance program

Job summary

UMB Bank is seeking a Personal Banker to build strong customer relationships, recommend and sell bank products, and provide financial solutions. You will receive comprehensive training on UMB products, the sales process, and customer needs.

You will work in a high-energy, sales-focused environment, leveraging product knowledge to meet customer goals, while maintaining accuracy and compliance. The role includes weekends and some evenings, with opportunities for growth and strong benefits.

Qualifications

• HS Diploma or equivalent is required.
• Minimum 1 year retail experience with customers and product recommendations leading to sales.

Responsibilities

• Ask personalized questions to convert transactions and service requests into cross-sell opportunities.
• Call leads, visit businesses, and develop referral networks to create sales opportunities.
• Meet daily key performance metrics while balancing competing priorities.
• Learn processes such as transactions, cash handling, and documentation per standards.
• Perform other duties as assigned.

Skills

Sales

Customer service

Product knowledge

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Bank is seeking a Personal Banker to build strong customer relationships, recommend and sell bank products, and provide financial solutions. You will receive comprehensive training on UMB products, the sales process, and customer needs.

You will work in a high-energy, sales-focused environment, leveraging product knowledge to meet customer goals, while maintaining accuracy and compliance. The role includes weekends and some evenings, with opportunities for growth and strong benefits.