Personal Banker

UMB Bank

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

Posted 9/23/2026full-timeColorado Springs • Colorado • United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates strong customer engagement and sales skills by effectively identifying client needs and recommending appropriate banking products. Capable of achieving performance metrics while maintaining attention to detail and fostering positive client relationships.

Highest-signal resume keywords

Customer Relationship ManagementSales Opportunity DevelopmentNMLS RegistrationProduct KnowledgeProblem Solving

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementCash Drawer ManagementBank DocumentationSales Metrics AchievementProduct Recommendation

Soft Skills

Effective CommunicationPositive Image ProjectionAttention to DetailTeam CollaborationCoaching and Feedback Utilization

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail BankingCross-SellingClient Needs AssessmentFinancial SolutionsWorkplace Banking

About the role

Key responsibilities & impact

Ask personalized questions to convert transactions, account maintenance, and routine service requests into cross-sell conversations
Deepen client relationships while meeting customer needs
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
Perform other duties as assigned
Build customer relationships and recommend and sell banking products and services
Work closely with UMB leaders through training, coaching, and mentorship

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 compellingly, project a positive image, solve problems, and create positive outcomes
Attention to detail when completing documents or explaining features and benefits
Ability to work in a high-energy, sales-driven team and use coaching and feedback to improve sales outcomes
Product knowledge and conversation skills to identify customer needs and recommend financial solutions

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 on UMB’s products and services, the sales process, and financial solutions
Leadership mentorship and expertise