Relationship Banking Specialist I

UMB Bank

Olathe (KS)

On-site

USD 39,000 - 57,000

Full time

3 days ago
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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
associate wellbeing program
associate emergency fund
associate banking benefits

Job summary

UMB Bank in Kansas seeks a Personal Banker to build relationships, understand client needs, and recommend and sell financial products that support customers' financial well‑being. You’ll convert transactions into cross-sell opportunities and foster lasting trust.

You’ll receive extensive training on products and the sales process, work with leaders for mentorship, and contribute to a high‑energy, customer‑centered team. The role requires weekend/evening hours and reliable transportation.

Qualifications

  • HS Diploma or equivalent.
  • 1 year of retail experience with customers and sales.
  • Ability to obtain NMLS registration within 90 days.

Responsibilities

  • Ask personalized questions to convert transactions and service requests into cross-sell conversations.
  • Create sales opportunities by calling leads and visiting businesses.
  • Achieve daily performance metrics while balancing priorities.
  • Learn transactions, cash handling, and bank documentation per standards.
  • Other duties as assigned.

Skills

Sales skills
Customer service
Product knowledge
Communication
Attention to detail

Education

HS Diploma or equivalent

Job description

UMB Bank in Kansas seeks a Personal Banker to build relationships, understand client needs, and recommend and sell financial products that support customers' financial well‑being. You’ll convert transactions into cross-sell opportunities and foster lasting trust.

You’ll receive extensive training on products and the sales process, work with leaders for mentorship, and contribute to a high‑energy, customer‑centered team. The role requires weekend/evening hours and reliable transportation.

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