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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates the ability to build customer relationships and effectively recommend and sell financial products and services while achieving key performance metrics. Proficient in managing transactions and maintaining compliance with industry and legal standards.
Highest-signal resume keywords
Customer Relationship BuildingFinancial Product SalesNMLS RegistrationAttention to DetailRetail Experience
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ManagementCash Drawer ManagementBank DocumentationSales Opportunity CreationCross-Selling
Soft Skills
Customer EngagementCommunicationMentorship Participation
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Financial SolutionsKey Performance MetricsWorkplace BankingReferral NetworksRetail Environment
About the role
Key responsibilities & impact- Build customer relationships and recommend and sell financial products and services
- Identify customer needs and offer financial solutions
- 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
- Work closely with UMB leaders and participate in training and 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
- Attention to detail when completing documents or explaining features and benefits
Benefits
Comp & perks- Extensive training on UMB’s products and services, the sales process, and offering financial solutions
- Mentorship from UMB leaders
- 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
- Various associate banking benefits