Demonstrates strong customer relationship management and sales capabilities, with a focus on identifying customer needs and providing tailored financial solutions. Proficient in performing banking transactions, managing cash drawers, and adhering to industry standards while achieving key performance metrics.

Highest-signal resume keywords

Customer Relationship ManagementSales Process ExpertiseNMLS RegistrationCash Drawer ManagementFinancial Solutions Knowledge

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions that support customers’ financial well-being
Convert transactions, account maintenance, and routine service requests into cross-sell conversations
Call leads, visit businesses to offer workplace banking, and develop referral networks
Achieve daily key performance metrics while balancing competing priorities
Perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Participate in training on UMB products, services, sales processes, and financial solutions
Work closely with UMB leaders and learn through mentorship and expertise
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 ask personalized questions and convert service requests into cross-sell conversations
Ability to create sales opportunities through lead calls, workplace banking visits, and referral networks
Ability to achieve daily key performance metrics while balancing competing priorities
Ability to perform transactions, manage a cash drawer, and complete bank documentation according to industry and legal standards
Strong product knowledge and conversation skills
Compelling communication, positive image, problem-solving, and attention to detail

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
Associate banking benefits
Extensive training on UMB’s products and services, the sales process, and offering financial solutions
Mentorship and expertise from UMB leaders

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

Banking TransactionsAccount MaintenanceCross-SellingLead GenerationPerformance Metrics Achievement

Soft Skills

Compelling CommunicationProblem-SolvingAttention to DetailPositive ImagePersonalized Questioning

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Retail BankingFinancial Well-BeingWorkplace BankingReferral NetworksBank Documentation Standards