Personal Banker

UMB Bank

. Build customer relationships and recommend and sell banking products and services .

Posted 10/27/2026full-timeCentennial • 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 relationship management and sales skills, with the ability to identify customer needs and recommend appropriate financial solutions. Proficient in transaction management and compliance with industry standards while achieving performance metrics in a fast-paced environment.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceProduct KnowledgeCompelling Communication SkillsNMLS Registration

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Transaction ManagementAccount MaintenanceCross-SellingCash Drawer ManagementBank Documentation

Soft Skills

Problem-Solving SkillsAttention to DetailAbility to Work in a TeamTime Management

Certifications & Qualifications

HS Diploma or EquivalentNMLS Registration

Industry Keywords

Banking ProductsFinancial SolutionsRetail EnvironmentSales-Driven TeamReferral Networks

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell banking products and services
Identify customer needs and offer financial solutions to support financial well-being
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

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 work in a high-energy, sales-driven team
Product knowledge and conversation skills to identify customer needs and recommend financial solutions
Compelling communication and problem-solving skills
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 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 products and services, the sales process, and financial solutions
Mentorship from UMB leaders