Demonstrates strong customer engagement and sales skills, with the ability to identify customer needs and recommend financial solutions. Possesses expert product knowledge and effective communication abilities to build relationships and achieve key performance metrics.

Highest-signal resume keywords

Customer EngagementSales ExperienceNMLS RegistrationProduct KnowledgeCommunication Skills

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and 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 key performance metrics while balancing competing priorities
Learn and perform transactions, cash-drawer management, and bank documentation according to industry and legal standards
Build customer relationships and recommend and sell products and services
Identify customer needs and offer financial solutions
Perform other duties as assigned

Requirements

What you’ll need

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
Reliable transportation
Ability to work branch hours, including weekends and some evenings
Ability to obtain NMLS registration within 90 days
Ability to work in a high-energy, sales-driven team
Expert product knowledge and conversation skills
Compelling communication and positive image
Problem-solving ability
Attention to detail
Ability to meet daily key performance metrics

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Medical, dental, vision, and other insurance coverage
Health savings, flexible spending, and dependent care accounts
Adoption assistance
Employee assistance program
Fitness reimbursement
Tuition reimbursement
Associate wellbeing program
Associate emergency fund
Various associate banking benefits
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Transaction ManagementCash-Drawer ManagementBank DocumentationSales ConversionCross-Selling

Soft Skills

Problem-SolvingAttention to DetailPositive ImageTeam CollaborationCompelling Communication

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingFinancial SolutionsKey Performance MetricsCustomer RelationshipsReferral Networks