Personal Banker

UMB Bank

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

Posted 9/21/2026full-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 sales acumen through effective customer engagement and product recommendation, while maintaining compliance with industry standards. Capable of building relationships and identifying customer needs to provide tailored financial solutions.

Highest-signal resume keywords

Sales ExperienceCustomer Relationship ManagementNMLS RegistrationProduct KnowledgeCommunication Skills

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 DocumentationFinancial SolutionsSales Conversion

Soft Skills

Problem-SolvingAttention to DetailCompelling CommunicationTeam CollaborationCustomer Engagement

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingCross-SellingWorkplace BankingKey Performance MetricsCustomer Needs Assessment

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 for workplace banking, and developing referral networks
Achieve daily key performance metrics while balancing competing priorities
Learn and perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Build customer relationships and recommend and sell banking 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
Product knowledge and conversation skills to identify customer needs and recommend financial solutions
Compelling communication and problem-solving skills
Attention to detail when completing documents and explaining features and benefits

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 accounts
Flexible spending accounts
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 from UMB leaders