Relationship Banking Specialist - Growth & Solutions

UMB Financial Corporation; Arnold (MO); On-site; USD 39,000 - 57,000; Full time

Benefits offered by this job

Paid Time Off

401(k) matching program

Annual incentive pay

Paid holidays

Health insurance

Dental insurance

Vision insurance

Health savings account

Flexible spending account

Dependent care accounts

Adoption assistance

Employee assistance program

Fitness reimbursement

Tuition reimbursement

Associate wellbeing program

Associate emergency fund

Job summary

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend products, and provide financial solutions that support customers' well-being. You will train on UMB's products and sales processes while collaborating with branch leadership to deliver exceptional service and growth opportunities.

You will engage customers, convert transactions into cross-sell opportunities, and travel within St.

Qualifications

• HS diploma or equivalent.
• At least 1 year of retail experience engaging with customers and making product recommendations leading to sales.

Responsibilities

• Ask personalized questions to convert transactions, account maintenance and other routine service requests into cross-sell conversations.
• Create sales opportunities by calling leads, visiting businesses to offer workplace banking, and developing referral networks.
• Achieve daily performance metrics while balancing competing priorities.
• Learn processes like transactions, managing a cash drawer and completing bank documentation in line with standards.
• Other job duties as assigned.

Skills

HS Diploma

Retail experience

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker to build relationships, recommend products, and provide financial solutions that support customers' well-being. You will train on UMB's products and sales processes while collaborating with branch leadership to deliver exceptional service and growth opportunities.

You will engage customers, convert transactions into cross-sell opportunities, and travel within St.