Personal Banker

UMB Bank

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

Posted 9/21/2026full-timeErie • 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-building skills and the ability to recommend and sell financial products and services. Proficient in managing transactions, maintaining a cash drawer, and adhering to industry standards.

Highest-signal resume keywords

Customer Relationship ManagementSales ExperienceNMLS RegistrationProduct KnowledgeCommunication Skills

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 ManagementSales ConversionAccount MaintenanceCross-Selling

Soft Skills

Problem-SolvingAttention to DetailPositive Image

Certifications & Qualifications

NMLS Registration

Industry Keywords

Retail EnvironmentFinancial ProductsKey Performance MetricsReferral NetworksWorkplace Banking

About the role

Key responsibilities & impact

Build customer relationships and recommend and sell products and services
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
Perform other duties as assigned

Requirements

What you’ll need

High school 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 and recommend and sell financial products and services
Strong product knowledge and conversation skills
Compelling communication and positive image
Problem-solving ability 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 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