Personal Banker

UMB Bank

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

Posted 10/27/2026full-timeKansas City • Kansas • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while effectively managing transactions and achieving performance metrics in a retail banking environment.

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 DocumentationCross-SellingPerformance Metrics Achievement

Soft Skills

Problem-SolvingAttention to DetailPositive ImageAbility to Thrive in High-Energy EnvironmentCompelling Communication

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingCustomer Needs AssessmentSales OpportunitiesReferral NetworksService Requests

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, manage a cash drawer, and complete 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 job 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 thrive in a high-energy, sales-driven team
Product knowledge and conversation skills to build upon customers' needs
Compelling communication and positive image
Problem-solving ability
Attention to detail
Ability to achieve daily key performance metrics

Benefits

Comp & perks

Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Comprehensive company sponsored benefit plan including 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