Relationship Banking Specialist — Growth, Training & Benefits

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

Benefits offered by this job

401(k) matching

Paid time off

Medical insurance

Dental insurance

Vision insurance

Tuition reimbursement

Job summary

UMB Financial Corporation is seeking a Personal Banker in Leawood, KS to deepen client relationships by understanding needs and recommending financial solutions. You will convert routine requests into cross-sell opportunities while upholding industry standards and delivering exceptional service.

Requirements include a HS diploma, 1 year in a retail role with sales experience, reliable transportation, and the ability to obtain NMLS within 90 days.

Qualifications

• HS Diploma or equivalent required.
• 1 year of retail experience with customer interactions and product recommendations leading to sales.
• Ability to obtain NMLS registration within 90 days.

Responsibilities

• Ask personalized questions to convert transactions into cross-sell opportunities.
• Call leads and visit businesses to offer workplace banking.
• Achieve daily KPIs while balancing competing priorities.
• Learn processes like cash handling and bank documentation.
• Perform other duties as assigned.

Skills

Sales skills

Customer service

Communication

Relationship building

Education

HS Diploma or equivalent

Job description

UMB Financial Corporation is seeking a Personal Banker in Leawood, KS to deepen client relationships by understanding needs and recommending financial solutions. You will convert routine requests into cross-sell opportunities while upholding industry standards and delivering exceptional service.

Requirements include a HS diploma, 1 year in a retail role with sales experience, reliable transportation, and the ability to obtain NMLS within 90 days.