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UMB Bank

Personal Banker

UMB Bank

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

Posted 10/10/2026full-timeUnited StatesJunior💰 $21 per hourWebsite

Core Competencies

Role fit
Core Competencies

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

Demonstrates strong sales acumen through personalized customer engagement and product recommendations, while maintaining compliance with industry standards. Capable of building lasting customer relationships and achieving performance metrics in a fast-paced, team-oriented environment.

Highest-signal resume keywords
Sales ExperienceCustomer Relationship ManagementNMLS RegistrationProduct KnowledgeCompelling Communication

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
Problem-SolvingAttention to DetailPositive Image CreationCommunication Skills
Certifications & Qualifications
HS Diploma or EquivalentNMLS Registration
Industry Keywords
Retail BankingFinancial SolutionsCustomer EngagementKey Performance Metrics

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 for 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
  • Build customer relationships and recommend and sell banking products and services
  • 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 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 positive-outcome creation
  • 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