Personal Banker

UMB Bank

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

Posted 11/9/2026full-timeOverland Park • 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 skills to identify needs and recommend financial solutions, while achieving sales targets and maintaining compliance with industry standards. Capable of managing transactions and documentation with attention to detail and effective communication.

Highest-signal resume keywords

Customer Relationship ManagementSales Opportunity DevelopmentNMLS RegistrationTransaction ProcessingAttention 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

Transaction ProcessesCash Drawer ManagementProduct RecommendationsSales TechniquesFinancial Solutions

Soft Skills

Effective CommunicationPositive Image ProjectionCustomer Engagement

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail EnvironmentCross-SellingKey Performance MetricsBank DocumentationWorkplace Banking

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations that deepen client relationships
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 transaction processes, cash drawer management, and bank documentation according to industry and legal standards
Build customer relationships and recommend and sell products and services
Identify customer needs and offer financial solutions
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 communicate in a compelling manner and project a positive image
Attention to detail when completing documents or explaining features and benefits

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