Personal Banker

UMB Bank

. Build customer relationships and recommend and sell financial products and services .

Posted 10/10/2026full-timeUnited StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship-building skills and the ability to recommend and sell financial products and services. Proficient in achieving sales targets while maintaining attention to detail and adhering to industry standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceNMLS 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

Financial Product SalesTransaction ManagementAccount MaintenanceCross-SellingCash Drawer Management

Soft Skills

Problem-SolvingAttention to DetailPositive Professional ImageCoaching and Feedback UtilizationHigh-Energy Team Collaboration

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Financial SolutionsRetail EnvironmentSales MetricsWorkplace BankingBank Documentation

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell financial products and services
Identify customer needs and offer financial solutions to support customers’ 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
Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Receive training on UMB products, services, sales processes, and financial solutions
Work closely with UMB leaders and learn through mentorship
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 build customer relationships and recommend and sell products and services
Strong product knowledge and conversation skills
Compelling communication and positive professional image
Problem-solving ability
Attention to detail
Ability to work in a high-energy, sales-driven team and leverage coaching and feedback

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
Associate banking benefits
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders