Personal Banker

UMB Bank

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

Posted 10/15/2026full-timeSpringfield • Missouri • United StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and recommend appropriate financial solutions. Proficient in managing transactions and adhering to industry standards while achieving performance metrics in a fast-paced environment.

Highest-signal resume keywords

Customer Relationship ManagementSales-Driven Environment ExperienceFinancial Solutions RecommendationNMLS Registration EligibilityCompelling Communication 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 Documentation ComplianceProduct KnowledgeCross-Selling Techniques

Soft Skills

Problem-SolvingAttention to DetailPositive ImageAbility to Thrive in High-Energy Teams

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingCustomer EngagementSales MetricsWorkplace BankingReferral Networks

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions
Convert transactions, account maintenance, and routine service requests into cross-sell conversations
Call leads, visit businesses to offer workplace banking, and develop 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

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 identify customer needs and recommend financial solutions
Compelling communication, positive image, problem-solving, and attention to detail

Benefits

Comp & perks

Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders
Paid Time Off
401(k) matching program
Annual incentive pay
Paid holidays
Company-sponsored 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