Relationship Banking Specialist

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

Benefits offered by this job

Paid Time Off

401(k) matching

Annual incentive pay

Paid holidays

Medical, dental, vision insurance

Health savings

Flexible spending

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Wellbeing program

Emergency fund

Associate banking benefits

Job summary

UMB Bank’s Personal Bankers build customer relationships by recommending and selling products and services to support customers’ financial well-being. They work in branches, expanding financial education and delivering an unparalleled customer experience.

You’ll receive extensive training on UMB’s products, sales process, and financial solutions, with mentorship from leaders to develop your career in consumer banking.

Qualifications

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

Responsibilities

• Ask personalized questions to convert transactions into cross-sell conversations that deepen client relationships.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily key performance metrics while balancing competing priorities.
• Learn processes like transactions, cash handling, and bank documentation to industry standards.

Skills

Sales-driven

Product knowledge

Communication

Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Bank’s Personal Bankers build customer relationships by recommending and selling products and services to support customers’ financial well-being. They work in branches, expanding financial education and delivering an unparalleled customer experience.

You’ll receive extensive training on UMB’s products, sales process, and financial solutions, with mentorship from leaders to develop your career in consumer banking.