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UMB Bank

Personal Banker

UMB Bank

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

Posted 9/21/2026full-timeOlathe • 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 customer engagement and sales skills by effectively identifying customer needs and recommending financial products. Capable of achieving performance metrics while maintaining attention to detail and fostering positive customer relationships.

Highest-signal resume keywords
Customer EngagementSales ExperienceNMLS RegistrationProduct KnowledgeAttention to Detail

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 Product SalesCross-Selling Techniques
Soft Skills
Communication SkillsProblem SolvingPositive Image ProjectionTeam CollaborationCoaching and Feedback Utilization
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail EnvironmentSales-Driven TeamCustomer Needs IdentificationFinancial SolutionsKey Performance Metrics

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 financial 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 communicate compellingly, project a positive image, solve problems, and create positive outcomes
  • Attention to detail when completing documents or explaining features and benefits
  • Product knowledge and conversation skills to identify and meet customer needs
  • 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
  • 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 UMB’s products and services, sales process, and financial solutions
  • Mentorship and expertise from UMB leaders