Demonstrates strong customer engagement and sales skills by identifying customer needs and recommending appropriate banking products and services. Capable of achieving performance metrics while maintaining attention to detail and compliance with industry standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceProduct KnowledgeCompelling CommunicationNMLS Registration

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions to support financial well-being
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
Perform other duties as assigned

Requirements

What you’ll need

High school 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, positive image, problem-solving, and attention to detail

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
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 UMB products and services, the sales process, and 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

Financial SolutionsTransaction ManagementCash Drawer ManagementBank DocumentationCross-Selling

Soft Skills

Problem-SolvingAttention to DetailPositive ImageTeam CollaborationAdaptability

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingCustomer Needs AssessmentSales MetricsWorkplace BankingReferral Networks