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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong customer relationship management and sales skills, with the ability to identify customer needs and provide tailored financial solutions. Proficient in achieving performance metrics while maintaining attention to detail and effective communication.
Highest-signal resume keywords
Customer Relationship ManagementSales ExperienceNMLS RegistrationProduct KnowledgeProblem-Solving Ability
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
SalesAccount MaintenanceTransaction ManagementCash Drawer ManagementBank Documentation
Soft Skills
Compelling CommunicationAttention to DetailPositive ImageTeam CollaborationProblem-Solving
Certifications & Qualifications
NMLS Registration
Industry Keywords
Retail EnvironmentFinancial SolutionsCross-SellingKey Performance MetricsWorkplace Banking
About the role
Key responsibilities & impact- Build customer relationships and recommend and sell products and services
- Identify customer needs and offer financial solutions
- Convert transactions, account maintenance, and routine service requests into cross-sell conversations
- Call leads to create sales opportunities
- Visit businesses to offer workplace banking
- 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- High school 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 work in a high-energy, sales-driven team
- Product knowledge and conversation skills
- Compelling communication and positive image
- Problem-solving ability
- 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
- 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
- Mentorship and expertise from UMB leaders
- Inclusion and diversity support