Personal Banker

UMB Bank

. Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations .

Posted 10/28/2026full-timeDenver • Colorado • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer engagement and sales skills by effectively identifying client needs and creating sales opportunities. Proficient in transaction management and compliance with industry standards while maintaining attention to detail and achieving performance metrics.

Highest-signal resume keywords

Customer EngagementSales Opportunity CreationNMLS RegistrationAttention To DetailProduct Knowledge

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 RecommendationsPerformance Metrics Achievement

Soft Skills

Communication SkillsProblem SolvingPositive Image Projection

Certifications & Qualifications

HS DiplomaNMLS Registration

Industry Keywords

Retail EnvironmentCross-SellingClient RelationshipsWorkplace BankingReferral Networks

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
Deepen client relationships while meeting customer needs
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
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 use product knowledge and conversation skills to identify customer needs
Attention to detail when completing documents or explaining features and benefits
Ability to communicate compellingly, project a positive image, solve problems, and create positive outcomes

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored 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
Associate banking benefits
Extensive training on products, services, sales process, and financial solutions
Mentorship and expertise from UMB leaders