Personal Banker

UMB Bank

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

Posted 10/28/2026full-timeCentennial • Colorado • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer relationship-building capabilities and sales acumen in financial products and services. Proficient in achieving performance metrics while maintaining attention to detail and effective communication.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceProduct KnowledgeCompelling Communication SkillsAttention to Detail

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Cash ManagementTransaction ProcessingCross-SellingAccount MaintenanceKey Performance Metrics

Soft Skills

Problem-Solving SkillsMentorshipInterpersonal Skills

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingFinancial ProductsCustomer EngagementReferral NetworksLegal Standards

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell financial products and services
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
Work closely with UMB leaders and apply mentorship and expertise
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 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 meet daily key performance metrics

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, the sales process, and offering financial solutions
Mentorship from UMB leaders