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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates the ability to build customer relationships and recommend financial solutions while achieving sales performance metrics. Proficient in managing transactions and adhering to industry and legal standards.
Highest-signal resume keywords
Customer Relationship BuildingSales Performance MetricsNMLS RegistrationRetail ExperienceAttention to Detail
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Transaction ManagementCash Drawer ManagementBank DocumentationProduct RecommendationsSales Opportunities Creation
Soft Skills
Interpersonal CommunicationAttention to DetailTime Management
Certifications & Qualifications
NMLS Registration
Industry Keywords
Workplace BankingCross-SellingRetail EnvironmentKey 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 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
- Build customer relationships and recommend financial solutions
- 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, recommend and sell products and services, and meet sales performance metrics
- Attention to detail when completing documents or explaining features and benefits
Benefits
Comp & perks- Extensive training on UMB’s products and services, the sales process, and offering financial solutions
- Mentorship and expertise from UMB leaders
- 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
- Associate banking benefits
