Personal Banker

UMB Bank

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

Posted 10/15/2026full-timeSpringfield • Missouri • United StatesJunior💰 $38,916 - $57,244 per yearWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong product knowledge and customer engagement skills to effectively recommend and sell financial solutions while building lasting customer relationships. Capable of achieving performance metrics in a high-energy, sales-driven environment.

Highest-signal resume keywords

Customer Relationship BuildingSales ExperienceProduct KnowledgeCompelling Communication SkillsNMLS Registration

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 DocumentationSales ConversionCross-Selling

Soft Skills

Attention to DetailProblem-Solving SkillsCoaching and Feedback Utilization

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail EnvironmentFinancial SolutionsCustomer ExperienceKey Performance MetricsWorkplace Banking

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
Use product knowledge and customer interactions to identify needs and offer financial solutions
Build and deepen customer relationships while providing an unparalleled customer experience
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
Product knowledge and conversation skills
Compelling communication and problem-solving skills
Attention to detail
Ability to work in a high-energy, sales-driven team and use 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
Various associate banking benefits
Extensive training on UMB’s products and services, sales process, and financial solutions
Mentorship and expertise from UMB leaders